DFX Intelligence
Seix Investment Advisors
unclassified· NJ
unclassified
5 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
- United Asso Journeymen & Apprnc Pension Fund Investment adviser (plan)through Aug 31, 2023 Form 5500
Schedule C rows
8 rows, $1.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Sheet Metal Workers' National Pension Fund | 2024 | 28 50 | NONE | $382,373 |
| NEW England Health Care Employees Pension Plan | 2024 | 28 51 | NONE | $79,181 |
| Sheet Metal Workers' National Pension Fund | 2023 | 28 50 | NONE | $333,910 |
+5 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
- Seix Investment Advisors LLC appears on Local 147 Construction Workers Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Seix Investment Advisorsaskebsa.dol.gov