DFX Intelligence

2 more advisory clients, 46 more Schedule C rows and 2 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.

Gw&k Investment Management, LLC

unclassified

2 more advisory clients, 46 more Schedule C rows and 2 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

5 allocators

Global Partners LP Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Steamfitters Local Union No. 420 Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Global Montello Group Corp. Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500

+2 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.

49 rows, $3.2M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Local Union No. 9 I.B.E.W. and Outside Contractors Pension Fund	2024	17 50 72	NONE	$205,173
Joint Pension Fund of Local Union No 102	2024	51	NONE	$136,325
Iue-Cwa Pension Plan	2024	28 51	NONE	$132,619

+46 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, 2024Manager relationship endedinferenceWestrock Company Consolidated Pension Plan
Gw&k Investment Management LLC no longer appears on Westrock Company Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Gw&k Investment Management, LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceGlobal Montello Group Corp. Pension Plan
Gw&k Investment Management no longer appears on Global Montello Group Corp. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Gw&k Investment Management, LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceGlobal Partners LP Pension Plan
Gw&k Investment Management no longer appears on Global Partners LP Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Gw&k Investment Management, LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceGoulston & Storrs Cash Balance Plan for Directors
Gw&k Investment Management no longer appears on Goulston & Storrs Cash Balance Plan for Directors's Schedule C as investment manager (plan year 2024 vs 2023)
with Gw&k Investment Management, LLCaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinferenceJack in the Box Inc. Retirement Plan
Gw&k Investment Management no longer appears on Jack in the Box Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with Gw&k Investment Management, LLCaskebsa.dol.gov

+2 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.