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Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 285390
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ADV data as of May 05, 2025
- Regulatory AUM
- $5.1B
- Discretionary
- $591M
- Clients
- 166
- Avg AUM / client
- $30.7M
- Accounts
- 166
- Employees
- 6
AUM over time
$5.1B
$7.1B
Feb 13, 2017
May 5, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of May 05, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 166 | $5.1B | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Pension consulting services
Custody
Reported custodians
- Matrix Trust Company $5.1B (100% of AUM) May 2025
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: May 05, 2025.