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Not an allocator in New York

Not an allocator· NY
Not an allocator
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
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
2 allocators
Schedule C rows
2 rows, $58,633 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Standard Chartered Bank Retirement Account Plan202417RETAINED BY EMPLOYER$43,100
Mid-America Carpenters Regional Council Pension Fund202416 50NONE$15,533
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