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Institutional / Pension Advisor · Large ($10B–$100B)
CRD 110565
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ADV data as of Mar 20, 2026
- Regulatory AUM
- $19.4B
- Discretionary
- $10.4B
- Clients
- 58
- Avg AUM / client
- $335M
- Accounts
- 122
- Employees
- 87
AUM over time
$1.2B
$22.1B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 32 | $11.1B | 57.3% |
| Charitable organizations | 20 | $3.4B | 17.4% |
| State or municipal government entities | 1 | $106M | 0.55% |
| Corporations and other businesses | 5 | $4.8B | 24.8% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • A PERCENTAGE OF ASSETS UNDER CONSULTATIVE REVIEW
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Northern Trust $7.8B (40% of AUM) Mar 2026
- Us Bancorp $6.0B (31% of AUM) Mar 2026
- Comerica Bank Trust National Association $1.7B (10% of AUM) Mar 2025
- Charles Schwab & Co. $1.1B (10% of AUM) Dec 2024
- Wells Fargo $667M (12% of AUM) Apr 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.