DFX Intelligence
Quest Investment Management, LLC
unclassified
unclassified
35 more Schedule C rows
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
1
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
1 allocator
- Western Washington Laborers-Employers Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
38 rows, $5.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| WA State Plumbing and Pipefitting Industry Pension Plan | 2024 | 28 51 68 | NONE | $400,971 |
| Western Washington Laborers-Employers Pension Plan | 2024 | 27 28 51 68 | NONE | $352,813 |
| Oregon District Foundry Pension Plan | 2024 | 28 51 56 | NONE | $150,357 |
+35 more Schedule C rows
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
- 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