DFX Intelligence

Allocator Intelligence

The Segal Co. (eastern States) Inc.

unclassified
unclassified
Suggest a correction

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.

Advisory clients on the tape
23
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

23 allocators

+20 more advisory clients

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

Other roles

184 allocators

+181 more clients

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

Schedule C rows

400 rows, $66.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Liuna Staff and Affiliates Pension Fund202511 16 53NONE$366,159
Liuna National (industrial) Pension Fund202511 16 17 50NONE$269,687
Carpenters Labor-Management Pension Plan202511 16NONE$221,736

+397 more Schedule C rows

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

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.