This firm's name and 1 more Schedule C row

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Investment consultant in New Jersey

Investment consultant· NJ
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
111
filed Mar 20, 2026
ADV institutional RAUM
$883M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$401M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.69; discretionary RAUM $401M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
Schedule C rows
4 rows, $233,502 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan202427NONE$77,333
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan202327NONE$35,762
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan202227NONE$85,212

+1 more Schedule C row

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

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

Form ADV readings
  • institutional clients 111 Mar 20, 2026 reported
  • pension plan clients 111 Mar 20, 2026 reported
  • raum discretionary $401M Mar 20, 2026 reported
  • raum institutional $883M Mar 20, 2026 reported
  • raum total $1.3B Mar 20, 2026 reported
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