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Investment consultant in Illinois

Investment consultant· Lombard, IL
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
71
filed Feb 23, 2026
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
Schedule C rows
3 rows, $156,671 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Ohio Bricklayers Pension Plan202427 50NONE$47,454
Plumbers Local No. 8 Pension Plan202427NONE$44,709
Ohio Bricklayers Pension Plan202327 50NONE$64,508
Form ADV readings
  • charity clients 1 Feb 23, 2026 reported
  • institutional clients 71 Feb 23, 2026 reported
  • pension plan clients 70 Feb 23, 2026 reported
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