This firm's name, 3 more advisory clients and 11 more Schedule C rows

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Investment consultant in New York

Investment consultant· NY
Investment consultantprobableDC plan focus
No date on record · this record
Advisory clients on the tape
6
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
2,549
filed Jun 30, 2026
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
6 allocators

+3 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.

Schedule C rows
14 rows, $168,639 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
VF Corporation Pension Plan202416 50CONSULTING$20,000
KEY Safety Systems, Inc. Knoxville Pension Plan202427NONE$15,000
Brooks Armored Car Service, Inc. Pension Plan202427 51NONE$9,753

+11 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.

Form ADV readings
  • government clients 21 Jun 30, 2026 reported
  • institutional clients 2,549 Jun 30, 2026 reported
  • pension plan clients 2,528 Jun 30, 2026 reported
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