DFX Intelligence

106 more other clients, 323 more Schedule C rows and 35 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.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Amalgamated Bank of New York

unclassified

106 more other clients, 323 more Schedule C rows and 35 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.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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

3 allocators

Local 807 Labor Management Pension Fund Investment adviser (plan)through Aug 31, 2025 Form 5500
Teamsters Local 237 Welfare Fund Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Atlanta Ironworkers Local #387 Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500

Other roles

109 allocators

+106 more clients

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Schedule C rows

326 rows, $17.9M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
National Electrical Benefit Fund	2025	19 51 52	NONE	$182,637
Pension Fund of Heat and Frost Insulators Local 12	2025	19 51 52	NONE	$15,422
Consolidated Retirement Plan	2024	18 19 51 52	OWNED BY PARTY-IN-INT	$777,123

+323 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, 2025Consultant changedinferenceLocal 807 Labor Management Pension Fund
Amalgamted Bank no longer appears on Local 807 Labor Management Pension Fund's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)
with Amalgamated Bank of New Yorkaskebsa.dol.gov
Sep 30, 2025Holding startedBsa-Ila Pension Plan
Bsa-Ila Pension Plan first reports an interest in Longview Core Bond Fund (Amalgamated Bank of New York): $6M at 2025-09-30
with Amalgamated Bank of New Yorkaskebsa.dol.gov
Sep 30, 2025Holding endedinferenceBsa-Ila Pension Plan
Bsa-Ila Pension Plan no longer reports Longview Smallcap 600 Index Fund (Amalgamated Bank of New York) (last held $5M at 2024-09-30; absent from the 2025-09-30 filing)
with Amalgamated Bank of New Yorkaskebsa.dol.gov
Jun 30, 2025Holding startedPlumbers Local 9 Pension Plan
Plumbers Local 9 Pension Plan first reports an interest in Longview Largecap 500 Index Fund (Amalgamated Bank of New York): $63M at 2025-06-30
with Amalgamated Bank of New Yorkaskebsa.dol.gov
Jan 31, 2025Holding endedinferenceExhibition Employees Local 829 Pension Fund
Exhibition Employees Local 829 Pension Fund no longer reports Longview Midcap 400 Index Fund (Amalgamated Bank of New York) (last held $905,818 at 2024-01-31; absent from the 2025-01-31 filing)
with Amalgamated Bank of New Yorkaskebsa.dol.gov

+35 more dated events

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

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.