DFX Intelligence

87 more Schedule C rows and 5 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.

RBC Global Asset Management Inc.

unclassified· MN

unclassified

87 more Schedule C rows and 5 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

2 allocators

Elevator Division Retirement Benefit Plan Investment adviser (plan)through Oct 31, 2023 Form 5500
Iron Workers Locals 40, 361 & 417 Pension Fund Investment adviser (plan)through Dec 31, 2022 Form 5500

1 allocator

90 rows, $30.6M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
National Electrical Benefit Fund	2025	28 51	NONE	$2.3M
Pension Fund of Heat and Frost Insulators Local 12	2025	20 51	NONE	$9,469
National Electrical Benefit Fund	2024	28	NONE	$3.6M

+87 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, 2025Manager relationship endedinferencePension Fund of Heat and Frost Insulators Local 12
RBC Global Asset Management no longer appears on Pension Fund of Heat and Frost Insulators Local 12's Schedule C as investment manager (plan year 2025 vs 2024)
with RBC Global Asset Management Inc.askebsa.dol.gov
Dec 31, 2024Manager relationship startedB.A.C. Local No. 3 Pension Plan
RBC Global Asset Management appears on B.A.C. Local No. 3 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with RBC Global Asset Management Inc.askebsa.dol.gov
Dec 31, 2024Manager relationship startedDivision a Pension Fund
RBC Global Asset Management, Inc. appears on Division a Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with RBC Global Asset Management Inc.askebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceTeamsters Local 639 - Employers Pension Trust Fund
RBC Global Asset Management - US no longer appears on Teamsters Local 639 - Employers Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with RBC Global Asset Management Inc.askebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceN. Atlantic States Carp. Pension Fund
RBC Global Asset Management no longer appears on N. Atlantic States Carp. Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with RBC Global Asset Management Inc.askebsa.dol.gov

+5 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.