DFX Intelligence
Calpa Advisors LLC
unclassified· WA
unclassified
1 more Schedule C row
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
- Ufcw No. California Employers Joint Pension Plan Pension consultantthrough Dec 31, 2024 Form 5500
Schedule C rows
4 rows, $138,548 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Alaska Laborers-Employers Retirement Fund | 2024 | 28 51 | NONE | $51,285 |
| Ufcw No. California Employers Joint Pension Plan | 2024 | 17 50 | NONE | $30,115 |
| Northwest Ironworkers Retirement Plan | 2024 | 28 50 | NONE | $20,000 |
+1 more Schedule C row
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
- Calpa Advisors LLC appears on Northwest Ironworkers Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Calpa Advisors LLCaskebsa.dol.gov
- Calpa Advisors LLC appears on Ufcw No. California Employers Joint Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Calpa Advisors LLCaskebsa.dol.gov
- Calpa Advisors LLC appears on Alaska Laborers-Employers Retirement Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Calpa Advisors LLCaskebsa.dol.gov