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

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Investment consultant

Investment consultant
Investment consultantprobable
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
107
filed Mar 17, 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, $125,250 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
N. Atlantic States Carp. Pension Fund202427 50NONE$13,500
N. Atlantic States Carp. Guaranteed Annuity Fund202427 50NONE$13,500
North Central States Regional Council of Carpenters Pension Fund202417 50NONE$6,000

+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
  • institutional clients 107 Mar 17, 2026 reported
  • pension plan clients 107 Mar 17, 2026 reported
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