DFX Intelligence
Kovitz Investment Group Partners
unclassified· IL
unclassified
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
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
- Ibew Local No. 117 Pension Fund Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
1 row, $113,974 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ibew Local No. 117 Pension Fund | 2022 | 27 | NONE | $113,974 |
What changed
- Kovitz Investment Group Partners no longer appears on Ibew Local No. 117 Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Kovitz Investment Group Partnersaskebsa.dol.gov