This firm's name, 1 more advisory client and 9 more Schedule C rows

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Institutional manager in Washington

Institutional manager· WA
Institutional managerprobable
No date on record · this record
Advisory clients on the tape
4
Schedule C, ACFR
Public-system clients
2
ACFR and seeds
ADV institutional clients
45
filed Mar 31, 2026
ADV institutional RAUM
$13B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$35B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.37; discretionary RAUM $35B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
4 allocators

+1 more advisory client

Every name, record and relationship behind this count, with the source on each.

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Schedule C rows
12 rows, $4.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
National Laboratory of the Rockies Shared Security Pension Plan202428 50INVESTMENT$800,803
Consolidated Edison Retirement Plan202428 51NONE$334,119
Consolidated Roche Retirement Plan202416 18 19CONSULTANT$300,000

+9 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.

Form ADV readings
  • charity clients 3 Mar 31, 2026 reported
  • government clients 5 Mar 31, 2026 reported
  • institutional clients 45 Mar 31, 2026 reported
  • pension plan clients 37 Mar 31, 2026 reported
  • raum discretionary $35B Mar 31, 2026 reported
  • raum institutional $13B Mar 31, 2026 reported
  • raum total $35B Mar 31, 2026 reported
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