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Institutional manager

Institutional manager
Institutional managerprobable
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
80
filed Aug 4, 2025
ADV institutional RAUM
$93.5M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$3.7B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.03; discretionary RAUM $3.7B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
Schedule C rows
2 rows
PlanPlan yearCodesRelationship as filedDirect compensation
Howard Miller - Hekman Defined Benefit Pension Plan202427 99INVESTMENT ADVISORY
Howard Miller - Hekman Defined Benefit Pension Plan202327 99INVESTMENT ADVISORY
Form ADV readings
  • charity clients 43 Aug 4, 2025 reported
  • institutional clients 80 Aug 4, 2025 reported
  • pension plan clients 37 Aug 4, 2025 reported
  • raum discretionary $3.7B Aug 4, 2025 reported
  • raum institutional $93.5M Aug 4, 2025 reported
  • raum total $3.8B Aug 4, 2025 reported
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