Standard Valuation

unclassified· MN
unclassified

24 more advisory clients and 74 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.

Advisory clients on the tape
27
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

27 allocators

+24 more advisory clients

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

Schedule C rows

77 rows, $2.2M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Liuna National (industrial) Pension Fund202517 50NONE$35,000
Liuna Staff and Affiliates Pension Fund202517 50NONE$26,250
I.U.O.E. Local 132 Pension Fund202427NONE$72,400

+74 more Schedule C rows

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

What changed

  • Dec 31, 2024Consultant changedinferenceMedianews Group Pension Plan
    Standard Valuations no longer appears on Medianews Group Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Standard Valuationaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinferenceTwin City Ironworkers Pension Plan
    Standard Valuations, Inc no longer appears on Twin City Ironworkers Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Standard Valuationaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceMedianews Group Pension Plan
    Standard Valuations appears on Medianews Group Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Standard Valuationaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceBricklayers Union Local No 1 of Missouri Pension P
    Standard Valuations, Inc. no longer appears on Bricklayers Union Local No 1 of Missouri Pension P's Schedule C as pension consultant (plan year 2023 vs 2022)
    with Standard Valuationaskebsa.dol.gov