This firm's name, 28 more advisory clients, 2 more other clients, 77 more Schedule C rows and 10 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.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Investment consultant in Illinois

unclassified· IL
unclassified
No date on record · this record
Advisory clients on the tape
31
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
31 allocators

+28 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
5 allocators

+2 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
80 rows, $78.2M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Fedex Corporation Employees' Pension Plan202411 50NONE$7.7M
Parker Defined Benefit Pension Plan202416 50NONE$2.9M
The Lilly Retirement Plan202415 17 50 52NONE KNOWN$2.3M

+77 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

+10 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.

Ask DFX