Not an allocator
This firm's name, 11 more advisory clients, 150 more other clients, 397 more Schedule C rows and 6 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.
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Advisory clients
- Employees Retirement Plan of St. Barnabas Hospital and Affiliates Investment adviser (plan)through Dec 31, 2025 Form 5500
- Northwest Glass, Molders, Pottery, Plastics and Allied Workers Pension Plan CustodianInvestment adviser (plan)through Mar 31, 2025 Form 5500
- The Art Institute of Chicago Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
+11 more advisory clients
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Other roles
- Local 91 Pension Fund Custodianthrough Dec 31, 2025
- Laborers Local 235 Pension Fund Custodianthrough Dec 31, 2025
- Elmont Cemetery Field Workers Pension Trust Trusteethrough Dec 31, 2025
+150 more clients
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Terminal Railroad Association of St. Louis Pension Plan for Nonschedule Employees | 2025 | 28 | MANAGES INVESTMENTS | $178,545 |
| Employees Retirement Plan of St. Barnabas Hospital and Affiliates | 2025 | 27 28 50 51 | NONE | $72,047 |
| Local 91 Pension Fund | 2025 | 19 | NONE | $23,677 |
+397 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship startedDEL Monte Fresh Produce (hawaii) Inc. Pineapple Pension Planwith this firmaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceNorthwest Glass, Molders, Pottery, Plastics and Allied Workers Pension Planwith this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
- with this firmaskebsa.dol.gov
+6 more dated events
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.