This firm's name and 5 more Schedule C rows

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Investment consultant

Investment consultant
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
46
filed Mar 27, 2023
ADV institutional RAUM
$4.3B
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 0.74; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
Other roles
1 allocator
Schedule C rows
8 rows, $630,734 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Integris Health, Inc. Retirement Plan a202411 16 50NONE$78,206
Integris Health, Inc. Retirement Plan a202427 28 57NONE$44,399
Integris Health, Inc. Retirement Plan a202311 16 50NONE$159,000

+5 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.

Form ADV readings
  • charity clients 22 Mar 27, 2023 reported
  • government clients 5 Mar 27, 2023 reported
  • institutional clients 46 Mar 27, 2023 reported
  • pension plan clients 19 Mar 27, 2023 reported
  • raum institutional $4.3B Mar 27, 2023 reported
  • raum total $5.9B Mar 27, 2023 reported
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