This firm's name, 18 more advisory clients, 25 more other clients, 114 more Schedule C rows and 2 more dated events

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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
21
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
21 allocators

+18 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
28 allocators

+25 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
117 rows, $36.0M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Unitypoint Health Central Illinois Pension Plan202511 14 50ACTUARIAL ADMINSTRATOR$471,666
Carle Health Central Illinois Pension Plan202511 14 50ACTUARIAL ADMINSTRATOR$12,406
Aera Energy Services Company Cash Balance Plan202417 21 25 50 51TRUSTEE$1.0M

+114 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

+2 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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