| As of Date | 04/01/2026 |
| ADV Location | NEW YORK, NY, United States |
| Adviser Type - Pension consultant | |
| Number of Employees | 4 -50% |
| of those in investment advisory functions | 1 |
| Registration | SEC, Approved, 03/04/2010 |
| AUM* | 588,153,609 -89% |
| of that, discretionary | 588,153,609 -89% |
| Private Fund GAV* | 0 |
| Avg Account Size | 588,153,609 -89% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 212 xxxxxxx |
| Websites |
- Pension and profit sharing plans
- Fixed fees (other than subscription fees)
No private funds