This firm's name, 7 more Schedule C rows and 2 more dated events

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Institutional manager in District of Columbia

Institutional manager· Washington, DC
Institutional managerprobable
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
204
filed Aug 26, 2026
ADV institutional RAUM
$2.7B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$18B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.15; discretionary RAUM $18B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Schedule C rows
10 rows, $592,323 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Hawaii Sheet Metal Workers Pension Fund202428 51NONE$180,180
Employers & Operating Engineers Local 520 Pension Fund202428 68INVESTMENT MANAGER$68,092
Teamsters Local 639 - Employers Pension Trust Fund202428NONE$67,106

+7 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.

Form ADV readings
  • charity clients 77 Aug 26, 2026 reported
  • government clients 19 Aug 26, 2026 reported
  • institutional clients 204 Aug 26, 2026 reported
  • pension plan clients 108 Aug 26, 2026 reported
  • raum discretionary $18B Aug 26, 2026 reported
  • raum institutional $2.7B Aug 26, 2026 reported
  • raum total $18B Aug 26, 2026 reported
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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