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Investment Adviser
CRD 286109
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ADV data as of Feb 13, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 241
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 37
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | 4 | $0 | — |
| Pension and profit sharing plans | 16 | $0 | — |
| Charitable organizations | 13 | $0 | — |
| State or municipal government entities | 21 | $0 | — |
| Other investment advisers | 114 | $0 | — |
| Insurance companies | 8 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 19 | $0 | — |
| Corporations and other businesses | 23 | $0 | — |
| Other | 23 | $0 | — |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • SOFTWARE LICENSE FEES AND SERVICE FEES
Services
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 13, 2026.