This firm's name, 7 more advisory clients, 64 more other clients, 191 more Schedule C rows and 3 more dated events

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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
10
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
10 allocators

+7 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
67 allocators

+64 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
194 rows, $85.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Oshkosh Corporation Hourly Employees' Retirement Plan202511 15 17 50NONE$373,089
Hill-Rom, Inc. Pension Plan202511 17 27 31 51 52 70ACTUARY, CONSULTING$293,998
Pierce Manufacturing Inc. Pension Plan202511 15 17 50NONE$288,286

+191 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

+3 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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