DFX Intelligence
Columbia Threadneedle Investments
unclassified· MN
unclassified
7 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
2
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
2 allocators
- Elevator Division Retirement Benefit Plan Investment adviser (plan)through Oct 31, 2023 Form 5500
- Sisecam US Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocator
- BMO U.S. Pension Plan Actuarythrough Dec 31, 2023
Schedule C rows
10 rows, $2.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| BMO U.S. Pension Plan | 2024 | 11 14 17 50 | NONE | $760,499 |
| Elevator Division Retirement Benefit Plan | 2024 | 27 | INVESTMENT ADVISOR | $47,074 |
| Commonwealth Health Corporation Restated Retirement Plan | 2024 | 28 50 | INVESTMENT MANAGEMENT | $6,630 |
+7 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 Threadneedle Investments no longer appears on Sisecam US Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Columbia Threadneedle Investmentsaskebsa.dol.gov
- Columbia Threadneedle Investments appears on BMO U.S. Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Columbia Threadneedle Investmentsaskebsa.dol.gov