This firm's name, 6 more advisory clients, 36 more Schedule C rows and 7 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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Not an allocator in Minnesota

Not an allocator· MN
Not an allocator
No date on record · this record
Advisory clients on the tape
9
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
9 allocators

+6 more advisory clients

Every name, record and relationship behind this count, with the source on each.

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Schedule C rows
39 rows, $10.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
International Shipholding Corporation Retirement Plan202527 50INVESTMENT ADVISORY$39,735
Pension Plan of the Chubb Corporation202428 50NONE$1.5M
National Elevator Industry Pension Plan202428 51 68NONE$1.0M

+36 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

+7 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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