This firm's name

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Investment consultant in New York

unclassified· NY
unclassified
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
Schedule C rows
2 rows, $82,205 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Shelter Insurance Employees Retirement Plan202427RETAINED BY EMPLOYER$25,755
Shelter Insurance Employees Retirement Plan202327RETAINED BY EMPLOYER$56,450
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