Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 05/18/2010
ADV Location ROCKVILLE CENTRE, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 22,571,071,113 47%
of that, discretionary 92,141,949 100%
Number of Employees 9 29%
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 683,971,852 42%
SMA’s Yes
Private Funds 0

Adviser Type

- Pension consultant

Client Types

- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

22B 19B 16B 13B 10B 6B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser PERFORMANCE TRUST CAPITAL PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM301.7m #Funds-
Adviser WELLSPRING CAPITAL ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM5.0b #Funds-
Adviser MFO INVESTMENTS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM243.5m #Funds-
Adviser AVIVAR CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM362.1m #Funds-
Adviser GLASGOW PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM120.0m #Funds-
Adviser VOLOFIN CAPITAL MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund309.0m Venture Capital Fund- Other Fund- Total Private Fund GAV309.0m AUM1.0b #Funds1
Adviser SST BENEFITS CONSULTING Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM524.1m #Funds-
Adviser TRINITY INVESTMENT ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM388.2m #Funds-
Adviser ICR PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM798.7m #Funds-
Adviser RETIREMENT FUND MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM769.7m #Funds-

Brochure Summary