DFX Intelligence
Brandywine
unclassified
unclassified
6 more Schedule C rows
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
0
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
No advisory client relationship on the tape.
Other roles
1 allocator
- John Muir Health Retirement Plan Trusteethrough Dec 31, 2022
Schedule C rows
9 rows, $318,572 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| John Muir Health Retirement Plan | 2024 | 21 50 | N/A | $38,114 |
| BAC Local Union 15 Pension Fund | 2024 | 28 51 | INVESTMENT MANAGER | $17,446 |
| Retirement Plan for Employees of Concord Hospital | 2024 | 28 51 | NONE | $12,783 |
+6 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.
What changed
- Brandywine Global Investment Mgmt no longer appears on Siltronic Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Brandywineaskebsa.dol.gov
- Brandywine appears on BAC Local Union 15 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Brandywineaskebsa.dol.gov