This firm's name, 3 more advisory clients and 12 more Schedule C rows

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 in New York

unclassified· NY
unclassified
No date on record · this record
Advisory clients on the tape
6
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
6 allocators

+3 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.

Schedule C rows
15 rows, $228,852 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Westchester Teamsters Local 456 Pension Fund202516 50 70COMPUTER CONSULTANT$21,060
Pension Plan of the Iuoe Local 137 137a 137b 137c 137r, Afl-Cio202516 50NONE$7,800
Local 888 Pension Fund202416 50CONSULTANT$24,000

+12 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.

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