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Adviser Profile

As of Date 06/30/2026
Registration SEC, Approved, 07/07/2015
Other registrations (2)
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 211 17%
of those in investment advisory functions 164 89%
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Pension consultant

Client Types

Advisory Activities

- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Commissions

Reported AUM

1 1 1 1
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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