This firm's name, 103 more advisory clients, 1 more other client, 256 more Schedule C rows and 35 more dated events

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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
106
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
106 allocators

+103 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
4 allocators

+1 more client

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
259 rows, $31.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
National Electrical Benefit Fund202528 68NONE$206,964
Pension Plan for Employees of the Charles Stewart Mott Foundation202527 50INVESTMENT ADVISORY$27,014
Cowles Company Retirement Plan202527 50INVESTMENT ADVISORY$18,099

+256 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

+35 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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