DFX Intelligence
The Gibson Group / Morgan Stanley
unclassified
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
2
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
2 allocators
- Altium Packaging LP Salaried Pension Plan Pension consultantthrough Dec 31, 2022 Form 5500
- Altium Packaging Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
4 rows, $565,411 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Altium Packaging Pension Plan | 2023 | 27 28 51 | INVESTMENT MANAGER | $177,068 |
| Altium Packaging LP Salaried Pension Plan | 2023 | 17 28 51 | INVESTMENT MANAGER | $150,347 |
| Altium Packaging Pension Plan | 2022 | 27 28 51 | INVESTMENT MANAGER | $137,910 |
+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
- The Gibson Group/morgan Stanley no longer appears on Altium Packaging Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with The Gibson Group / Morgan Stanleyaskebsa.dol.gov
- The Gibson Group / Morgan Stanley no longer appears on Altium Packaging LP Salaried Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with The Gibson Group / Morgan Stanleyaskebsa.dol.gov