DFX Intelligence

Allocator Intelligence

Ullico Investment Advisors

unclassified· MD
unclassified

1 more other client, 56 more Schedule C rows and 31 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.

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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

Other roles

4 allocators

+1 more client

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

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

Schedule C rows

59 rows, $5.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Mechanical Contractors Ua Local 119 Pension Plan202528INVESTMENT MANAGER$56,198
Nysa-Ila Pension Trust Fund & Plan202451INVESTMENT MANAGEMENT FEE$897,001
Plumbers Local 9 Pension Plan202428NONE$241,804

+56 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

  • Dec 31, 2025Holding endedinferenceMechanical Contractors Ua Local 119 Pension Plan
    Mechanical Contractors Ua Local 119 Pension Plan no longer reports Ullico Infrastructure Tax Exempt Fu (Ullico Investment Advisors) (last held $4M at 2024-12-31; absent from the 2025-12-31 filing)
    with Ullico Investment Advisorsaskebsa.dol.gov
  • Dec 31, 2025Manager relationship startedMechanical Contractors Ua Local 119 Pension Plan
    Ullico Infrastructure Tax Exempt appears on Mechanical Contractors Ua Local 119 Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)
    with Ullico Investment Advisorsaskebsa.dol.gov
  • Jun 30, 2025Holding startedPlumbers Local 9 Pension Plan
    Plumbers Local 9 Pension Plan first reports an interest in Ullico Infrastructure Tax Exempt Fu (Ullico Investment Advisors): $17M at 2025-06-30
    with Ullico Investment Advisorsaskebsa.dol.gov
  • Jun 30, 2025Holding startedAlaska Laborers-Employers Retirement Fund
    Alaska Laborers-Employers Retirement Fund first reports an interest in Ullico Infrastructure Tax Exempt Fu (Ullico Investment Advisors): $10M at 2025-06-30
    with Ullico Investment Advisorsaskebsa.dol.gov
  • Jun 30, 2025Holding startedPension Fund Local 96-Ibew
    Pension Fund Local 96-Ibew first reports an interest in Ullico Infrastructure Tax Exempt Fu (Ullico Investment Advisors): $3M at 2025-06-30
    with Ullico Investment Advisorsaskebsa.dol.gov

+31 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.