This firm's name and 8 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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

Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
1 allocator
Schedule C rows
11 rows, $1.5M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Newell Brands Consolidated Pension Plan202421 50TRUSTECO$406,000
Natixis US Cib Defined Benefit Pension Plan202428 50NONE$66,166
Autoneum North America, Inc. Carpet Hourly-Paid Employees' Pension Plan202428 52NONE

+8 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.

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