DFX Intelligence

1 more advisory client, 74 more Schedule C rows and 3 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.

Atalanta Sosnoff Capital

unclassified· NY

unclassified

1 more advisory client, 74 more Schedule C rows and 3 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

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

4 allocators

United Association Plumbers Local 773 Pension Plan Investment adviser (plan)through May 31, 2023 Form 5500
Graphic Arts Local 62b Industry Pension Plan Investment adviser (plan)through Mar 31, 2023 Form 5500
Local 837 Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500

+1 more advisory client

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

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

77 rows, $14.6M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Excavators Union Local 731 Pension Fund	2024	28 51 68	NONE	$1.1M
Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund	2024	28 51	INVEST MGT - EMPLOYEE ORG	$823,353
Seafarers Pension Plan	2024	28 50 51		$756,331

+74 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 startedLocal 1931 Pension Fund
Atalanta Sosnoff Capital, LLC appears on Local 1931 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Atalanta Sosnoff Capitalaskebsa.dol.gov
Dec 31, 2024Manager relationship startedUiu-Newspaper Guild of Greater Philadelphia Pension Fund
Atalanta Sosnoff Capital LLC appears on Uiu-Newspaper Guild of Greater Philadelphia Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Atalanta Sosnoff Capitalaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceLocal 670 Pension Plan
Atalanta no longer appears on Local 670 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Atalanta Sosnoff Capitalaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinferenceIronworkers Local 11 Pension Fund
Atalanta Sosnoff Capital, LLC no longer appears on Ironworkers Local 11 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
with Atalanta Sosnoff Capitalaskebsa.dol.gov
Dec 31, 2023Manager relationship endedinferenceIron Workers Pension Plan
Atalanta Sosnoff Capital no longer appears on Iron Workers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with Atalanta Sosnoff Capitalaskebsa.dol.gov

+3 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.