This firm's name, 37 more other clients and 173 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.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
40 allocators

+37 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
176 rows, $5.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Directors Guild of America-Producer Pension Plan Basic Benefit Plan202411NONE$161,122
U.A. Local No. 393 Defined Benefit Pension Plan202411 50NONE$143,745
Northern California Pipe Trades Pension Plan202411 17 50NONE$131,100

+173 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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