DFX Intelligence
Highland Capital Management
unclassified
unclassified
28 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
3
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
3 allocators
- Anderson-Tully Salaried Employees' Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- Ibew Local 505 Neca Pension Plan Investment adviser (plan)through Aug 31, 2023 Form 5500
- Anderson-Tully Hourly Employees' Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocator
- Asbestos Workers Local Union No 55 Pension Plan Trusteethrough Dec 31, 2022
Schedule C rows
31 rows, $2.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Local Union 903 I.B.E.W. Pension Plan | 2024 | 28 | INVESTMENT MANAGAMENT | $157,586 |
| Ibew Local 505 Neca Pension Plan | 2024 | 28 | NONE | $154,413 |
| Tri-State Carpenters and Joiners Pension Trust Fund | 2024 | 28 | NONE | $112,193 |
+28 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
- Dec 31, 2024Manager relationship endedinferenceHeat & Frost Insulators & Allied Workers Local Union 10 Pension PlanHighland Capital Management, LLC no longer appears on Heat & Frost Insulators & Allied Workers Local Union 10 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Highland Capital Managementaskebsa.dol.gov