This firm's name

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Investment consultant in Washington

unclassified· WA
unclassified
No date on record · this record
Advisory clients on the tape
2
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
2 allocators
Schedule C rows
2 rows, $333,296 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Western Unite Here and Employers Pension Fund202416NONE$245,288
Southern Nevada Culinary and Bartenders Pension Plan202316NONE$88,008
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