This firm's name, 3 more advisory clients, 159 more Schedule C rows and 12 more dated events

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Investment consultant in New York

unclassified· NY
unclassified
No date on record · this record
Advisory clients on the tape
6
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
6 allocators

+3 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Other roles
2 allocators
Schedule C rows
162 rows, $36.5M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
National Electrical Benefit Fund202528 51 68NONE$1.3M
International Brotherhood of Teamsters Union Local 710 Pension Fund202528 51 52 68NONE$363,582
Laborers Local 235 Pension Fund202528 51INVESTMENT MANAGER$72,026

+159 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

+12 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

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