DFX Intelligence
Parametric Portfolio Associates
unclassified· WA
unclassified
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
- Astoria Generating Company, LP Retirement Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
- The Kinetic Group, Inc. Pension and Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $138,075 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Astoria Generating Company, LP Retirement Plan | 2024 | 27 50 | NONE | $19,162 |
| Astoria Generating Company, LP Retirement Plan | 2023 | 27 50 | NONE | $12,870 |
| The Kinetic Group, Inc. Pension and Retirement Plan | 2022 | 27 | NONE | $106,043 |
What changed
- Parametric Portfolio Associates appears on Astoria Generating Company, LP Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Parametric Portfolio Associatesaskebsa.dol.gov
- Parametric Portfolio Associates no longer appears on The Kinetic Group, Inc. Pension and Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Parametric Portfolio Associatesaskebsa.dol.gov