Filing
2nd Quarter - Report
Reporting period
2nd Quarter 2026
Apr 1 - June 30 · Posted Jul 9, 2026
Income
$30,000.00
What the client paid this registrant for the period.
Client based in
District of Columbia
Government bodies contacted
1
Lobbying activity
1
Government mandated ESG (Environment, Social, Governance) policies as they pertain to investment decisions. (1) Issues related to proxy voting options for share owners to vote at stockholder meetings. (2) Issues related to investment advisors considering only monetary factors when making investment decisions. Issues related to the 8/7/25 White House Executive Order 14330 on alternative assets for 401k investors. Issues related to the March 2025 ICI report "Reimagining the 1940 Act." Issues related to broadening the access of regulated funds to private market assets through co-investment where regulated funds invest alongside affiliated private funds in regulated transactions.