DFX Intelligence

7 more other clients, 61 more Schedule C rows and 11 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.

Global Trust Company

unclassified

7 more other clients, 61 more Schedule C rows and 11 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

No advisory client relationship on the tape.

Other roles

10 allocators

Westchester Teamsters Local 456 Pension Fund Trusteethrough Dec 31, 2025
I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a CustodianTrusteethrough Dec 31, 2024
Firstbank Puerto Rico Pension Plan for the Former Employees of Banco Central Hispano - Puerto Rico Trusteethrough Nov 30, 2023

+7 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

64 rows, $9.3M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Operating Eng Cons Ind Misc. Pension Fund	2025	28 51	NONE	$229,238
Westchester Teamsters Local 456 Pension Fund	2025	21 28 51	INVESTMENT MANAGER	$140,153
Linde U.S. Pension Plan	2024	28 51	NONE	$1.1M

+61 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, 2024Holding endedinferenceWestern States Office & Professional Employees Pen
Western States Office & Professional Employees Pen no longer reports Intech Collective Investment Trust (Global Trust Company) (last held $30M at 2023-12-31; absent from the 2024-12-31 filing)
with Global Trust Companyaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceCarpenters Pension Fund of Illinois
Carpenters Pension Fund of Illinois no longer reports William Blair Emerging Markets Grow (Global Trust Company) (last held $20M at 2023-12-31; absent from the 2024-12-31 filing)
with Global Trust Companyaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceAmalgamated Transit Union Pension Plan for International Officers and Employees
Amalgamated Transit Union Pension Plan for International Officers and Employees no longer reports Crescent Capital Trust II (Global Trust Company) (last held $5M at 2023-12-31; absent from the 2024-12-31 filing)
with Global Trust Companyaskebsa.dol.gov
Dec 31, 2024Holding endedinferencePension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust no longer reports Intech US Large Cap Core Fund LLC (Global Trust Company) (last held $69M at 2023-12-31; absent from the 2024-12-31 filing)
with Global Trust Companyaskebsa.dol.gov
Dec 31, 2024Holding endedinferenceSheet Metal Workers Local No. 20, Indianapolis Are
Sheet Metal Workers Local No. 20, Indianapolis Are no longer reports Ir+m Collective Inv Trust Ci (Global Trust Company) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
with Global Trust Companyaskebsa.dol.gov

+11 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.