DFX Intelligence

8 more other clients, 32 more Schedule C rows and 4 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

NEW Tower Trust Company

unclassified· MD

unclassified

8 more other clients, 32 more Schedule C rows and 4 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

n/a

Item 5.D

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

Item 5.F

Advisory clients

1 allocator

BAC Local No. 1 Washington Pension Trust General consultantthrough Dec 31, 2022 Form 5500

11 allocators

+8 more clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

35 rows, $541,441 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Ibew 648 Pension Plan	2024	21	NONE	$41,108
Laborers Pension Fund	2024	19 28	INVESTMENTS	$28,233
Studio Mechanics Local 476 Iatse Retirement Plan	2024	19 50	INVESTMENT HOLDINGS	$27,263

+32 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Dec 31, 2024Holding startedSheet Metal Workers Local No. 20, Indianapolis Are
Sheet Metal Workers Local No. 20, Indianapolis Are first reports an interest in Multi-Employer Property Trust (NEW Tower Trust Company): $6M at 2024-12-31
with NEW Tower Trust Companyaskebsa.dol.gov
Jun 30, 2024Holding startedSheet Metal Workers Local Union No. 32 Pension Trust Fund
Sheet Metal Workers Local Union No. 32 Pension Trust Fund first reports an interest in Multi-Employer Property Trust (NEW Tower Trust Company): $2M at 2024-06-30
with NEW Tower Trust Companyaskebsa.dol.gov
Dec 31, 2023Holding endedinferencePipe Fitters Retirement Fund, Local 597
Pipe Fitters Retirement Fund, Local 597 no longer reports Multi-Employer Property Trust (NEW Tower Trust Company) (last held $42M at 2022-12-31; absent from the 2023-12-31 filing)
with NEW Tower Trust Companyaskebsa.dol.gov
Dec 31, 2023Holding endedinferenceIron Workers' Mid-America Pension Plan
Iron Workers' Mid-America Pension Plan no longer reports Multi-Employer Property Trust (NEW Tower Trust Company) (last held $17M at 2022-12-31; absent from the 2023-12-31 filing)
with NEW Tower Trust Companyaskebsa.dol.gov
Dec 31, 2023Holding endedinferencePlumbers Local No 98 Defined Benefit Pension Fund
Plumbers Local No 98 Defined Benefit Pension Fund no longer reports Multi-Employer Property Trust (NEW Tower Trust Company) (last held $5M at 2022-12-31; absent from the 2023-12-31 filing)
with NEW Tower Trust Companyaskebsa.dol.gov

+4 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.