This firm's name, 1 more other client, 14 more Schedule C rows and 5 more dated events

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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
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
17 rows, $7.5M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Teamsters' Local 301 Pension Plan202528NONE$174,710
Western Connecticut Health Network Pension Plan202428 50INVESTMENT ADVISORY$1.6M
Nysut Employees Retirement Plan202425 99NONE$849,182

+14 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

+5 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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