DFX Intelligence
Ocio Monitor
unclassified· UT
unclassified
3 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
- Laborers' Local #157 Pension Fund Investment adviser (plan)through Jun 30, 2024 Form 5500
- IAM National Pension Fund Pension consultantthrough Dec 31, 2023 Form 5500
Other roles
1 allocator
- Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund Actuarythrough Dec 31, 2022
Schedule C rows
6 rows, $149,534 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Bricklayers & Allied Craftworkers, Loc 2, Albany NY Pension Fund | 2024 | 28 51 | NONE | $25,600 |
| Laborers' Local #157 Pension Fund | 2024 | 27 | NONE | $19,276 |
| Bricklayers & Allied Craftworkers, Loc 2, Albany NY Pension Fund | 2023 | 28 51 | NONE | $45,600 |
+3 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
- Ocio Monitor no longer appears on IAM National Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)with Ocio Monitoraskebsa.dol.gov
- Ocio Monitor appears on Laborers' Local #157 Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Ocio Monitoraskebsa.dol.gov
- Ocio Monitor appears on IAM National Pension Fund's Schedule C as pension consultant (plan year 2023 vs 2022)with Ocio Monitoraskebsa.dol.gov
- Dec 31, 2023Manager relationship startedBricklayers & Allied Craftworkers, Loc 2, Albany NY Pension FundOcio Monitor appears on Bricklayers & Allied Craftworkers, Loc 2, Albany NY Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Ocio Monitoraskebsa.dol.gov