Filing
3rd Quarter - Report
Reporting period
3rd Quarter 2025
July 1 - Sep 30 · Posted Oct 17, 2025
Expenses
$210,000.00
What this organization spent lobbying with its own staff.
Reported using A: the three
LDA methods count different costs, so an expenses figure is
not comparable across filers that used different ones.
Client based in
District of Columbia
Government bodies contacted
3
Lobbying activity
2
Issues related to investment management regulation including exchange-traded funds, mutual funds, money market funds, private markets, digital assets and proxy voting. Retirement and savings reform. Retirement Fairness for Charities and Educational Institutions Act (H.R. 3063 /S.4917) and Increasing Investor Opportunities Act (H.R. 2627).
Tax policy (implementation of H.R. 1)