This firm's name, 10 more advisory clients, 45 more other clients, 160 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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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
13
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
13 allocators

+10 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
48 allocators

+45 more 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.

Schedule C rows
163 rows, $22.2M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Operating Engineers Local 428 Pension Trust202511 16 17NONE OTHER THAN CONTRACT$70,877
Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund202411 16 17 50NONE$673,137
Motion Picture Industry Pension Plan202416 50 70NONE$456,914

+160 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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