DFX Intelligence
BMO Bank
unclassified· IL
unclassified
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
1 allocator
- Operating Engineers Local 428 Pension Trust Custodianthrough Dec 31, 2025
Schedule C rows
1 row, $8,577 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Operating Engineers Local 428 Pension Trust | 2025 | 19 | NONE OTHER THAN CONTRACT | $8,577 |
What changed
No dated events.