DFX Intelligence

10 more advisory clients, 42 more Schedule C rows and 5 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.

Sageview Advisory Consulting Group

unclassified

10 more advisory clients, 42 more Schedule C rows and 5 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

13 allocators

QBE Pension Equity Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
Ampac Fine Chemicals LLC Pension Plan for Bargaini Pension consultantthrough Sep 30, 2023 Form 5500
Ampac Fine Chemicals LLC Pension Plan for Salaried Employees Pension consultantthrough Sep 30, 2023 Form 5500

+10 more advisory clients

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

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

45 rows, $1.4M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Pension Plan of General Atomics	2024	27 50	NONE	$110,000
Siltronic Corporation Pension Plan	2024	27 50	INV. ADVISOR	$82,000
QBE Pension Equity Plan	2024	27	NONE	$51,635

+42 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 startedArclin Retirement Plan
Sage Advisory Group appears on Arclin Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Sageview Advisory Consulting Groupaskebsa.dol.gov
Dec 31, 2024Manager relationship startedSouthern Star Retirement Plan (non-Union)
Sageview Advisory Investment appears on Southern Star Retirement Plan (non-Union)'s Schedule C as investment manager (plan year 2024 vs 2023)
with Sageview Advisory Consulting Groupaskebsa.dol.gov
Dec 31, 2024Manager relationship startedStar Tribune Retirement Plan a
Sageview Advisory Group appears on Star Tribune Retirement Plan a's Schedule C as investment manager (plan year 2024 vs 2023)
with Sageview Advisory Consulting Groupaskebsa.dol.gov
Dec 31, 2024Manager relationship startedSouthern Star Retirement Plan (union)
Sageview Advisory Investment appears on Southern Star Retirement Plan (union)'s Schedule C as investment manager (plan year 2024 vs 2023)
with Sageview Advisory Consulting Groupaskebsa.dol.gov
Dec 31, 2024Manager relationship startedStar Tribune Retirement Plan O
Sageview Advisory Group appears on Star Tribune Retirement Plan O's Schedule C as investment manager (plan year 2024 vs 2023)
with Sageview Advisory Consulting Groupaskebsa.dol.gov

+5 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.