This firm's name, 17 more advisory clients, 35 more Schedule C rows and 10 more dated events

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

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Investment consultant in Minnesota

unclassified· MN
unclassified
No date on record · this record
Advisory clients on the tape
20
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
20 allocators

+17 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
1 allocator
Schedule C rows
38 rows, $3.3M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
United Mine Workers of America 1974 Pension Plan202416 50NONE$719,912
Pension Plan for Pactiv Evergreen202449 51NONE$114,265
NEW Jersey Building Laborers Statewide Pension Fund202417 50NONE$112,516

+35 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

+10 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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