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Investment consultant

Investment consultant
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
44
filed Mar 23, 2026
ADV institutional RAUM
$568M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.53; discretionary RAUM $1.1B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
Schedule C rows
1 row, $14,815 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Sadoff and Rudoy Industries Pension Plan for Union Employees202327 51NONE$14,815
Form ADV readings
  • institutional clients 44 Mar 23, 2026 reported
  • pension plan clients 44 Mar 23, 2026 reported
  • raum discretionary $1.1B Mar 23, 2026 reported
  • raum institutional $568M Mar 23, 2026 reported
  • raum total $1.1B Mar 23, 2026 reported
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