This firm's name and 1 more Schedule C row

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Investment consultant in New York

unclassified· NY
unclassified
No date on record · this record
Advisory clients on the tape
3
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
3 allocators
Schedule C rows
4 rows, $196,565 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Employees' Retirement Plan of Acf Industries, LLC202327NONE$73,251
RET. Program for Ees of Viskase Companies, Inc.202227NONE$51,926
Employees' Retirement Plan of Acf Industries, LLC202227NONE$44,359

+1 more Schedule C row

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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