This firm's name, 26 more advisory clients, 4 more other clients, 70 more Schedule C rows and 27 more dated events

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Investment consultant

Investment consultant
Investment consultantprobable
No date on record · this record
Advisory clients on the tape
29
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
50
filed Mar 27, 2026
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
29 allocators

+26 more advisory clients

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Other roles
7 allocators

+4 more clients

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Schedule C rows
73 rows, $3.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Smart & Final Pension Plan202411 50ACTUARY$464,570
Retirement Plan of International Paper Company202416 50NONE$365,196
Hormel Foods Corporation Pension Plan202416NONE$141,562

+70 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

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Form ADV readings
  • charity clients 11 Mar 27, 2026 reported
  • institutional clients 50 Mar 27, 2026 reported
  • pension plan clients 39 Mar 27, 2026 reported
What changed

+27 more dated events

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