Filing
1st Quarter - Report
Reporting period
1st Quarter 2026
Jan 1 - Mar 31 · Posted Apr 20, 2026
Expenses
$410,000.00
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). Incentivizing New Ventures and Economic Strength Through (INVEST) Capital Formation Act (H.R.3383).
Tax policy (implementation of Public Law No: 119-21: Big Beautiful Bill Act)