DFX Intelligence
Great Lakes Advisors
unclassified
unclassified
107 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
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
- The Maritime Association - I.L.A. Pension Fund General consultantthrough Sep 30, 2023 Form 5500
- International Association of Firefighters Staff Representatives Pension Plan Investment adviser (plan)through Jun 30, 2023 Form 5500
- International Association of Firefighters Employees Pension Plan Investment adviser (plan)through Jun 30, 2023 Form 5500
Schedule C rows
110 rows, $16.8M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Navy Federal Credit Union Employees' Retirement Plan | 2025 | 28 51 68 71 | NONE | $119,731 |
| Ufcw Local 1262 & Employers Pension Fund | 2024 | 28 51 | NONE | $521,864 |
| Central Pennsylvania Teamsters Defined Benefit Plan | 2024 | 28 51 | NONE | $517,499 |
+107 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
- Great Lakes Advisors no longer appears on ST. Paul Electrical Construction Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Great Lakes Advisorsaskebsa.dol.gov
- Great Lakes Advisors, LLC appears on Truck Drivers & Helpers Local Union No. 355 Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Great Lakes Advisorsaskebsa.dol.gov
- Great Lakes Advisors no longer appears on Plumbers and Steamfitters Local 486 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Great Lakes Advisorsaskebsa.dol.gov
- Great Lakes Advisors, LLC no longer appears on Pension Plan of Independence Blue Cross's Schedule C as investment manager (plan year 2024 vs 2023)with Great Lakes Advisorsaskebsa.dol.gov
- Great Lakes Advisors, LLC no longer appears on Plumbers & Steamfitters Local 83 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Great Lakes Advisorsaskebsa.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.