DFX Intelligence
Investment Performance Services, Ll
unclassified· PA
unclassified
1 more Schedule C row
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
- Sheet Metal Workers Local Union No. 32 Pension Trust Fund Investment adviser (plan)through Jun 30, 2024 Form 5500
Other roles
1 allocator
- Twu-Westchester Private Bus Lines Pension Trust Custodianthrough Dec 31, 2022
Schedule C rows
4 rows, $290,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Sheet Metal Workers Local Union No. 32 Pension Trust Fund | 2024 | 27 50 | NONE | $60,000 |
| Twu-Westchester Private Bus Lines Pension Trust | 2023 | 19 50 | NONE | $85,000 |
| Sheet Metal Workers Local Union No. 32 Pension Trust Fund | 2023 | 27 50 | NONE | $60,000 |
+1 more Schedule C row
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
- Investment Performance Services, Ll appears on Sheet Metal Workers Local Union No. 32 Pension Trust Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Investment Performance Services, Llaskebsa.dol.gov