This firm's name, 16 more advisory clients, 64 more Schedule C rows and 2 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.

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
19
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
19 allocators

+16 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
1 allocator
Schedule C rows
67 rows, $6.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Neca-Ibew Local 584 Pension Plan202527 28 50INVESTMENT MANGER$42,273
Teamsters Pension Trust Fund of Philadelphia & Vic202428 51NONE$560,636
Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan202428FINANCIAL ADVISOR$182,405

+64 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

+2 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.

Ask DFX