DFX Intelligence
Post Advisory Group
unclassified· CA
unclassified
8 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
1
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
1 allocator
- Valero Energy Corporation Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
Other roles
1 allocator
- Insulators Local No. 96 Pension Fund Custodianthrough Dec 31, 2023
Schedule C rows
11 rows, $4.6M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Valero Energy Corporation Pension Plan | 2024 | 27 28 50 51 | NONE | $724,046 |
| Teamsters Local 639 - Employers Pension Trust Fund | 2024 | 28 51 99 | NONE | $589,613 |
| Insulators Local No. 96 Pension Fund | 2024 | 19 28 | NONE | $17,530 |
+8 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, 2024Manager relationship endedinferenceCarpenters Pension Trust Fund for Northern CaliforniaPost Advisory Group no longer appears on Carpenters Pension Trust Fund for Northern California's Schedule C as investment manager (plan year 2024 vs 2023)with Post Advisory Groupaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePlumber & Pipefitters Local 693 Defined Benefit Pension PlanPost Advisory Group, LLC no longer appears on Plumber & Pipefitters Local 693 Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Post Advisory Groupaskebsa.dol.gov
- Post Advisory Group appears on Insulators Local No. 96 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Post Advisory Groupaskebsa.dol.gov