DFX Intelligence

Allocator Intelligence

Investment Performance Services

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Suggest a correction

81 more advisory clients, 249 more Schedule C rows and 4 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
84
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

84 allocators

+81 more advisory clients

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

Other roles

1 allocator

Schedule C rows

252 rows, $29.5M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Bricklayers & Trowel Trades International Pension Fund202527 50 52NONE$130,944
Midwest Pension Plan202527NONE$13,772
BAC - Salaried Employees Pension Plan202516 27 51NONE$12,038

+249 more Schedule C rows

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

What changed

  • Dec 31, 2024Consultant changedinferencePlumbers & Pipefitters Lu 421 Pension Fund Trust
    Investment Performance Services appears on Plumbers & Pipefitters Lu 421 Pension Fund Trust's Schedule C as general consultant (plan year 2024 vs 2023)
    with Investment Performance Servicesaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinferenceMidwest Pension Plan
    Investment Performance Services LLC appears on Midwest Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Investment Performance Servicesaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinferenceMasters, Mates & Pilots Pension Plan
    Investment Performance Services LLC appears on Masters, Mates & Pilots Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Investment Performance Servicesaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinferenceIbew 332 Pension Plan - Part a
    Investment Performance Services LLC appears on Ibew 332 Pension Plan - Part a's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Investment Performance Servicesaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinferenceMasters Mates & Pilots Adjustable Pension Plan
    Investment Performance Services LLC appears on Masters Mates & Pilots Adjustable Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Investment Performance Servicesaskebsa.dol.gov

+4 more dated events

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