This firm's name, 28 more advisory clients, 456 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.

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
57
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
31 allocators

+28 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
459 allocators

+456 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, $277M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Genuine Parts Company Pension Plan202511 50NONE$3.6M
American Savings Bank Retirement Plan202511 17 50NONE$1.2M
Bass Retirement Plan202511 50NONE$589,673

+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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