DFX Intelligence
Vergent LLC
unclassified
unclassified
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
- California Ironworkers Field Pension Trust General consultantthrough May 31, 2024 Form 5500
Schedule C rows
1 row, $5,267 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| California Ironworkers Field Pension Trust | 2023 | 16 50 | NONE | $5,267 |
What changed
- Vergent LLC no longer appears on California Ironworkers Field Pension Trust's Schedule C as general consultant (plan year 2024 vs 2023)with Vergent LLCaskebsa.dol.gov
- Vergent LLC appears on California Ironworkers Field Pension Trust's Schedule C as general consultant (plan year 2023 vs 2022)with Vergent LLCaskebsa.dol.gov