DFX Intelligence

4 more advisory clients, 8 more Schedule C rows and 4 more dated events

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.

North Pier Fiduciary

unclassified

4 more advisory clients, 8 more Schedule C rows and 4 more dated events

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

Schedule C, ACFR

Public-system clients

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

7 allocators

Avient Merged Pension Plan General consultantthrough Dec 31, 2024 Form 5500
Western Conference of Teamsters Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
Data General Corporation Retirement Plan General consultantthrough Sep 30, 2024 Form 5500

+4 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

11 rows, $395,383 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
The Homestead Retirement Plan	2024	27 50	NONE	$33,647
Data General Corporation Retirement Plan	2024	16	NONE	$32,500
Avient Merged Pension Plan	2024	16	NONE	$24,000

+8 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.

Dec 31, 2024Consultant changedinferenceThe Homestead Retirement Plan
North Pier Fiduciary Management LLC appears on The Homestead Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with North Pier Fiduciaryaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceWestern Conference of Teamsters Pension Plan
North Pier Fiduciary Management LLC appears on Western Conference of Teamsters Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with North Pier Fiduciaryaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceU. S. Retirement Plan
North Pier Fiduciary Mgmt no longer appears on U. S. Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)
with North Pier Fiduciaryaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceSealed Air Corporation Combined Pension Plan
North Pier Fiduciary Management LLC no longer appears on Sealed Air Corporation Combined Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with North Pier Fiduciaryaskebsa.dol.gov
Dec 31, 2023Manager relationship startedChristian Children's Fund, Inc. Pension Plan
North Pier Fiduciary Management appears on Christian Children's Fund, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with North Pier Fiduciaryaskebsa.dol.gov

+4 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.