This firm's name, 1 more other client, 188 more Schedule C rows and 16 more dated events

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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
Other roles
4 allocators

+1 more client

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
191 rows, $30.0M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Operating Eng Cons Ind Misc. Pension Fund202528 51NONE$144,486
Midwest Pension Plan202528NONE$31,607
Ufcw Local 1262 & Employers Pension Fund202428 51NONE$871,080

+188 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

+16 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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