This firm's name, 14 more advisory clients, 4 more other clients, 74 more Schedule C rows and 4 more dated events

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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
17
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
17 allocators

+14 more advisory clients

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

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Other roles
7 allocators

+4 more clients

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
77 rows, $5.5M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Retirement Program Plan for Employees of United States Enrichment Corporation202528INVESTMENTS MANAGER$142,877
Retirement Program Plan for Employees of United States Enrichment Corporation202428INVESTMENTS MANAGER$149,619
University of Virginia Physicians Group Clinicians Supplemental Retirement Plan202428 50 51 52NONE$147,889

+74 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

+4 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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