This firm's name and 19 more Schedule C rows

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

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
1
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
1 allocator
Schedule C rows
22 rows, $4.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Mayo Pension Plan202428 51NONE$715,641
Tuckpointer Local 52 Pension Plan202428 51 52NONE$214,692
Golub Corporation Employees Retirement Plan202428INVESMENT MANAGER$93,185

+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.

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