DFX Intelligence

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.

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.

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

2 allocators

Ibew Local 505 Neca Pension Plan Investment adviser (plan)through Aug 31, 2024 Form 5500
Tile Layers Union Local No. 52 NY Pension Fund Investment adviser (plan)through Dec 31, 2022 Form 5500

4 allocators

+1 more client

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

59 rows, $5.6M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Mechanical Contractors Ua Local 119 Pension Plan	2025	28	INVESTMENT MANAGER	$56,198
Nysa-Ila Pension Trust Fund & Plan	2024	51	INVESTMENT MANAGEMENT FEE	$897,001
Plumbers Local 9 Pension Plan	2024	28	NONE	$241,804

+56 more Schedule C rows

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

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.