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Adviser Profile

As of Date 03/28/2025
Adviser Type - Pension consultant
Number of Employees 2
of those in investment advisory functions 2
Registration SEC, Approved, 06/28/2019
AUM* 0
of that, discretionary
Private Fund GAV* 0
SMA’s No
Private Funds 0
Contact Info 312 xxxxxxx
Websites

Client Types

Advisory Activities

- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1 1 1 1
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary