Amalgamated Bank of New York

unclassified
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.

Advisory clients on the tape
3
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

3 allocators

Other roles

109 allocators

+106 more clients

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

Schedule C rows

326 rows, $17.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
National Electrical Benefit Fund202519 51 52NONE$182,637
Pension Fund of Heat and Frost Insulators Local 12202519 51 52NONE$15,422
Consolidated Retirement Plan202418 19 51 52OWNED BY PARTY-IN-INT$777,123

+323 more Schedule C rows

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

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.