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Adviser Profile

As of Date 03/28/2025
Adviser Type - Pension consultant
Number of Employees 44 -6.38%
of those in investment advisory functions 20 -33.33%
Registration SEC, Approved, 10/26/2009

Client Types

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

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

Reported AUM

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

Private Funds

No private funds

Employees

Brochure Summary