This firm's name, 71 more advisory clients, 357 more other clients, 397 more Schedule C rows and 35 more dated events

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Investment consultant

unclassified
unclassified
No date on record · this record
Advisory clients on the tape
74
Schedule C, ACFR
Public-system clients
3
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
74 allocators

+71 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
360 allocators

+357 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, $203M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Masterbrand, Inc. Pension Plan202511 50NONE$804,946
True Value Company Defined Lump Sum Pension Plan202511 15 17 50NONE$378,293
Medianews Group Pension Plan202511 17NONE$292,961

+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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