DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

unclassified

Quest Investment Management, LLC

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
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
1 allocators
Schedule C rows
38 rows, $5.2M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
WA State Plumbing and Pipefitting Industry Pension Plan202428 51 68NONE$400,971
Western Washington Laborers-Employers Pension Plan202427 28 51 68NONE$352,813
Oregon District Foundry Pension Plan202428 51 56NONE$150,357
Hotel Industry-Ilwu Pension Plan202428 68NONE$143,317
ST. Paul Electrical Construction Pension Plan202428 51 52 68NONE$103,414
Cement Masons - Employers Pension Plan202428 50 52 68 72$90,363
Wa-Id Laborers Employers Pension Trust202428 50 51 56 68NONE$82,445
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund202428 51 56NONE$77,712
Marine Carpenters Pension Fund202428 51NONE$56,792
Edison Pension Plan202428 50 51 52 68NONE$48,606
Cement Masons and Plasterers Retirement Plan202428 50 51 68NONE$32,023
Operative Plasterers Local No 82 Pension Fund202428 50 51 72$20,763
Western Washington Laborers-Employers Pension Plan202327 28 51 68NONE$394,876
WA State Plumbing and Pipefitting Industry Pension Plan202328 51 68NONE$320,009
Hotel Industry-Ilwu Pension Plan202328 68NONE$239,660
Oregon District Foundry Pension Plan202328 51 56NONE$144,450
ST. Paul Electrical Construction Pension Plan202328 51 52 68NONE$105,884
Wa-Id Laborers Employers Pension Trust202328 50 51 56 68NONE$91,994
Cement Masons - Employers Pension Plan202328 50 52 68 72$82,112
Edison Pension Plan202328 50 51 52 68NONE$80,548
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund202328 56INVESTMENT MANAGER$58,883
Cement Masons and Plasterers Retirement Plan202328 50 51 68NONE$58,105
Marine Carpenters Pension Fund202328 51NONE$55,144
Operative Plasterers Local No 82 Pension Fund202328 50 51 72$15,499
Western Washington Laborers-Employers Pension Plan202227 28 51 68NONE$510,624
Hotel Industry-Ilwu Pension Plan202228 68NONE$302,311
WA State Plumbing and Pipefitting Industry Pension Plan202228 51 68NONE$285,625
Indiana Electrical Workers Pension Plan202228 51 68NONE$154,136
Oregon District Foundry Pension Plan202228 51 56NONE$139,654
ST. Paul Electrical Construction Pension Plan202228 51 52 68NONE$92,800
Wa-Id-Mt Carpenters Employers Retirement Trust202228 51 68NONE$83,892
Wa-Id Laborers Employers Pension Trust202228 51 56 68NONE$74,650
Edison Pension Plan202228 50 51 52 68NONE$71,450
Cement Masons - Employers Pension Plan202228 50 52 68 72$68,393
Marine Carpenters Pension Fund202228 51NONE$64,222
Cement Masons and Plasterers Retirement Plan202228 50 51 68NONE$62,303
Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund202228 56INVESTMENT MANAGER$51,995
Operative Plasterers Local No 82 Pension Fund202228 50 51 72$13,689
What changed
  • Dec 31, 2023Manager relationship endedinferenceIndiana Electrical Workers Pension Plan
    Quest Investment Management no longer appears on Indiana Electrical Workers Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Quest Investment Management, LLCaskebsa.dol.gov