DFX Intelligence
Walter Scott & Partners Ltd
unclassified
unclassified
83 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
0
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
No advisory client relationship on the tape.
Other roles
1 allocator
- Airconditioning and Refrigeration Industry Retirement Trust Fund Custodianthrough Dec 31, 2022
Schedule C rows
86 rows, $43.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Mayo Pension Plan | 2024 | 28 51 | NONE | $2.4M |
| Ufcw Consolidated Pension Fund | 2024 | 28 51 | NONE | $1.7M |
| NEW York State Nurses Association Pension Plan | 2024 | 28 51 | NONE | $1.5M |
+83 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
- Walter Scott & Partners Limited no longer appears on Liuna National (industrial) Pension Fund's Schedule C as investment manager (plan year 2025 vs 2024)with Walter Scott & Partners Ltdaskebsa.dol.gov
- Walter Scott & Partners Limited appears on Sdc-League Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Walter Scott & Partners Ltdaskebsa.dol.gov
- Walter Scott & Partners Ltd no longer appears on Laborers' Local #157 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Walter Scott & Partners Ltdaskebsa.dol.gov
- Walter Scott & Partners Limited appears on Umass Memorial Health Care Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Walter Scott & Partners Ltdaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceSouthern California Ufcw Unions and Food Employers Joint Pension Trust FundWalter Scott & Partners Ltd no longer appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Walter Scott & Partners Ltdaskebsa.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.