This firm's name

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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
2 allocators
Schedule C rows
3 rows
PlanPlan yearCodesRelationship as filedDirect compensation
Sheet Metal Workers Local 441 Supplemental Pension Plan202419 28NONE
NEW Orleans Electrical Pension Fund202419 28NONE
NEW Orleans Electrical Pension Fund202319 28NONE
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