DFX Intelligence

70 more other clients, 201 more Schedule C rows and 1 more dated event

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.

PNC Bank, National Association

unclassified

70 more other clients, 201 more Schedule C rows and 1 more dated event

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.

73 allocators

+70 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.

204 rows, $14.1M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Leather Goods, Handbags, and Novelty Workers Union Local 1 Joint Retirement Fund	2025	19 50	NONE	$10,440
Pension Plan-Amalgamated Meat Cutters & Retail Food Store Local 342	2025	19 50	NONE	$7,377
The Louis Berkman Company Master Pension Plan	2025	21

+201 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 endedinferenceThe Louis Berkman Company Master Pension Plan
PNC Bank no longer appears on The Louis Berkman Company Master Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with PNC Bank, National Associationaskebsa.dol.gov
Dec 31, 2024Manager relationship startedEmployees' Pension Plan of Florida Public Utilities Company
PNC Bank, National Association appears on Employees' Pension Plan of Florida Public Utilities Company's Schedule C as investment manager (plan year 2024 vs 2023)
with PNC Bank, National Associationaskebsa.dol.gov
Dec 31, 2024Manager relationship startedIbew Local Union 64 Pension Plan
PNC Bank, National Association appears on Ibew Local Union 64 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with PNC Bank, National Associationaskebsa.dol.gov
Dec 31, 2024Manager relationship startedSheet Metal Workers Local 224 Pension Fund
PNC Investments appears on Sheet Metal Workers Local 224 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with PNC Bank, National Associationaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinferenceBricklayers and Masons Local No. 22 Pension Plan
PNC Bank no longer appears on Bricklayers and Masons Local No. 22 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with PNC Bank, National Associationaskebsa.dol.gov

+1 more dated event

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.