This firm's name and 4 more Schedule C rows

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.

Not an allocator

Not an allocator
Not an allocator
No date on record · this record
Advisory clients on the tape
1
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
1 allocator
Other roles
2 allocators
Schedule C rows
7 rows, $581,676 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Global Montello Group Corp. Pension Plan202411 17NONE$323,653
Global Partners LP Pension Plan202411 17NONE$238,820
State Street Retirement Plan202317 50LEGAL$19,203

+4 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.

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