DFX Intelligence

20 more advisory clients, 181 more other clients, 397 more Schedule C rows and 25 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.

The Segal Co. (eastern States) Inc.

unclassified

20 more advisory clients, 181 more other clients, 397 more Schedule C rows and 25 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

23 allocators

+20 more advisory 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.

Other roles

184 allocators

+181 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.

Schedule C rows

400 rows, $66.6M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Liuna Staff and Affiliates Pension Fund	2025	11 16 53	NONE	$366,159
Liuna National (industrial) Pension Fund	2025	11 16 17 50	NONE	$269,687
Carpenters Labor-Management Pension Plan	2025	11 16	NONE	$221,736

+397 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

Dec 31, 2025Consultant changedinference32bj North Pension Fund
The Segal Company appears on 32bj North Pension Fund's Schedule C as general consultant (plan year 2025 vs 2024)
with The Segal Co. (eastern States) Inc.askebsa.dol.gov
Dec 31, 2024Consultant changedinference32bj School Workers Pension Fund
The Segal Company no longer appears on 32bj School Workers Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
with The Segal Co. (eastern States) Inc.askebsa.dol.gov
Dec 31, 2024Consultant changedinferenceLocal 734 Pension Fund
The Segal Company (eastern States) appears on Local 734 Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)
with The Segal Co. (eastern States) Inc.askebsa.dol.gov
Dec 31, 2024Consultant changedinferenceOperating Engineers Local No. 825 Pension Fund
The Segal Company appears on Operating Engineers Local No. 825 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)
with The Segal Co. (eastern States) Inc.askebsa.dol.gov
Dec 31, 2024Consultant changedinferencePointers, Cleaners, & Caulkers Pension Fund
The Segal Company appears on Pointers, Cleaners, & Caulkers Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)
with The Segal Co. (eastern States) Inc.askebsa.dol.gov

+25 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.