DFX Intelligence
Columbia Management
unclassified· MA
unclassified
30 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
3
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
3 allocators
- Georgia's Own Credit Union Cash Balance Defined Benefit Plan and Trust Investment adviser (plan)through Dec 31, 2022 Form 5500
- The Gorman-Rupp Company Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Calgon Carbon Corporation Pension Plan for Hourly-Rated Employees Big Sandy Plant Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
33 rows, $2.7M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Jeld-Wen, Inc. Restated Pension Plan | 2024 | 28 50 | INVESTMENT MANAGEMENT | $251,505 |
| Bethesda Retirement Plan | 2024 | 28 50 51 | NONE | $179,827 |
| Colorcon, Inc. Employees' Pension Plan | 2024 | 28 50 | NONE | $84,747 |
+30 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
- Columbia Management no longer appears on Ch2m Hill Omi Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Columbia Managementaskebsa.dol.gov
- Columbia Management no longer appears on Jacobs Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Columbia Managementaskebsa.dol.gov