This firm's name, 5 more advisory clients and 19 more Schedule C rows

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Institutional manager in California

Institutional manager· CA
Institutional managercandidate
No date on record · this record
Advisory clients on the tape
7
Schedule C, ACFR
Public-system clients
2
ACFR and seeds
ADV institutional clients
18
filed May 4, 2026
ADV institutional RAUM
$1.6B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$49B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.03; discretionary RAUM $49B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
8 allocators

+5 more advisory clients

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

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Schedule C rows
22 rows, $6.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
NEW York State Nurses Association Pension Plan202428 51NONE$1.1M
The Citigroup Pension Plan202427 50NONE$500,000
Abbott - Abbvie Multiple Employer Pension Plan202428 50 51NONE$250,000

+19 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 2 May 4, 2026 reported
  • government clients 9 May 4, 2026 reported
  • institutional clients 18 May 4, 2026 reported
  • pension plan clients 7 May 4, 2026 reported
  • raum discretionary $49B May 4, 2026 reported
  • raum institutional $1.6B May 4, 2026 reported
  • raum total $49B May 4, 2026 reported
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