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Institutional / Pension Advisor · Large ($10B–$100B)
CRD 155235
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ADV data as of Apr 28, 2026
- Regulatory AUM
- $12.8B
- Discretionary
- $215M
- Clients
- 16
- Avg AUM / client
- $798M
- Accounts
- 16
- Employees
- 44
AUM over time
$7.1B
$17.5B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $1.4B | 11.1% |
| Pension and profit sharing plans | 12 | $11.2B | 87.9% |
| Charitable organizations | 1 | $65.8M | 0.52% |
| Other | 1 | $65.1M | 0.51% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- BNY Mellon $9.4B (74% of AUM) Apr 2026
- Northern Trust $1.8B (14% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Apr 28, 2026.