DFX Intelligence
Investment Performance Service
unclassified· GA
unclassified
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, 2023 Form 5500
Schedule C rows
1 row, $60,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Sheet Metal Workers Local Union No. 32 Pension Trust Fund | 2022 | 27 | NONE | $60,000 |
What changed
- Investment Performance Service no longer 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 Serviceaskebsa.dol.gov