DFX Intelligence
HGK Asset Management
unclassified· NJ
unclassified
51 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
- Roofers Local No. 241 Pension Fund Investment adviser (plan)through Jun 30, 2023 Form 5500
- Graphic Communications Union Local 2-C Retirement Benefit Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocator
- Cement Masons Local No. 886/404 Pension Plan Custodianthrough Jun 30, 2023
Schedule C rows
54 rows, $9.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Liuna Staff and Affiliates Pension Fund | 2025 | 28 51 68 | NONE | $425,706 |
| Liuna National (industrial) Pension Fund | 2025 | 28 51 68 | NONE | $408,196 |
| Laborers National Pension Fund | 2024 | 28 51 | NONE | $529,473 |
+51 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, 2023Manager relationship endedinferenceNEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension FundHGK Asset Management Inc. no longer appears on NEW York Hotel Trades Council and Hotel Association of New York City, Inc. Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with HGK Asset Managementaskebsa.dol.gov