DFX Intelligence
Baron Capital Management Inc.
unclassified· NY
unclassified
12 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
- CNA Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Loews Corporation Cash Balance Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
15 rows, $10.6M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Major League Baseball Players Pension Plan | 2024 | 28 51 | NONE | $1.3M |
| United Food & Commercial Workers Intl Union - Industry Pension Fund | 2024 | 28 | NONE | $1.1M |
| Pension and Retirement Plan of Plumbers and Pipefitters Union Local 525 | 2024 | 51 | NONE | $124,761 |
+12 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
- Baron Capital Management Inc. no longer appears on Loews Corporation Cash Balance Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Baron Capital Management Inc.askebsa.dol.gov