DFX Intelligence
PKF O'Connor Davies Advisory
unclassified
unclassified
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
- Waterfront Warehouses Local No. 1429 Pension Fund General consultantthrough Dec 31, 2024 Form 5500
- Teamsters Local 639 - Employers Pension Trust Fund General consultantthrough Dec 31, 2023 Form 5500
Schedule C rows
2 rows, $21,827 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Waterfront Warehouses Local No. 1429 Pension Fund | 2024 | 16 50 | NONE | $6,650 |
| Teamsters Local 639 - Employers Pension Trust Fund | 2023 | 16 | NONE | $15,177 |
What changed
- PKF O'Connor Davies no longer appears on Teamsters Local 639 - Employers Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)with PKF O'Connor Davies Advisoryaskebsa.dol.gov
- PKF O'Connor Davies Advisory appears on Waterfront Warehouses Local No. 1429 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with PKF O'Connor Davies Advisoryaskebsa.dol.gov
- PKF O'Connor Davies appears on Teamsters Local 639 - Employers Pension Trust Fund's Schedule C as general consultant (plan year 2023 vs 2022)with PKF O'Connor Davies Advisoryaskebsa.dol.gov