This firm's name, 117 more Schedule C rows and 8 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Investment consultant in Massachusetts

unclassified· MA
unclassified
No date on record · this record
Advisory clients on the tape
1
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
1 allocator
Other roles
1 allocator
Schedule C rows
120 rows, $90.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
BAC - Salaried Employees Pension Plan202528 51NONE$85,302
Iubac - Local Union Officers & Employees Pension Plan202528 51NONE$58,175
Motion Picture Industry Pension Plan202428 51NONE$10.7M

+117 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

+8 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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