This firm's name, 108 more advisory clients, 313 more Schedule C rows and 34 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Investment consultant
- Central National Gottesman Pension Plan General consultantthrough Dec 31, 2025 Form 5500
- I.B.E.W. Local No. 728 Pension Fund Investment adviser (plan)through Dec 31, 2025 Form 5500
- Latham & Watkins Cash Balance Plan Investment adviser (plan)through Dec 31, 2025 Form 5500
+108 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.
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| I.B.E.W. Local No. 728 Pension Fund | 2025 | 27 | NONE | $142,135 |
| Latham & Watkins Cash Balance Plan | 2025 | 27 50 | NONE | $85,000 |
| NFO Research, Inc. Pension Plan | 2025 | 27 50 | INVESTMENT ADVISORY | $22,500 |
+313 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.
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- Captrust Financial Advisors appears on Integris Health, Inc. Retirement Plan a's Schedule C as investment manager (plan year 2024 vs 2023)with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+34 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.