DFX Intelligence
Kaeftx Viii, LLC
unclassified
unclassified
Advisory clients on the tape
1
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
1 allocator
- The Citigroup Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
2 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ufcw No. California Employers Joint Pension Plan | 2023 | 28 52 | NONE | |
| The Citigroup Pension Plan | 2022 | 27 52 | NONE |
What changed
- Kaeftx Viii, LLC no longer appears on Ufcw No. California Employers Joint Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Kaeftx Viii, LLCaskebsa.dol.gov
- Kaeftx Viii, LLC appears on Ufcw No. California Employers Joint Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Kaeftx Viii, LLCaskebsa.dol.gov
- Kaeftx Viii, LLC no longer appears on The Citigroup Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Kaeftx Viii, LLCaskebsa.dol.gov