This firm's name, 8 more advisory clients, 151 more other clients, 397 more Schedule C rows and 35 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Not an allocator

Not an allocator
Not an allocator
No date on record · this record
Advisory clients on the tape
11
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
11 allocators

+8 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
154 allocators

+151 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
400 rows, $204M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Premera Pension Equity Plan202524 27 28 50 51INVESTMENT MANAGER$294,425
ST. Luke's Hospital Retirement Plan202527NONE$96,013
Hill-Rom, Inc. Pension Plan202521 25 50TRUSTEE$25,000

+397 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

+35 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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