DFX Intelligence

10 more advisory clients, 45 more other clients, 160 more Schedule C rows and 7 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.

The Segal Co (western States), Inc.

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10 more advisory clients, 45 more other clients, 160 more Schedule C rows and 7 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.

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

13 allocators

Producer-Writers Guild of America Pension Plan General consultantthrough Dec 31, 2024 Form 5500
Nnss Staff Pension Plan ActuaryPension consultantthrough Dec 31, 2024 Form 5500
Carpenters Pension Trust Fund for Northern California General consultantActuarythrough Aug 31, 2024 Form 5500

+10 more advisory clients

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

Other roles

48 allocators

Operating Engineers Local 428 Pension Trust Actuarythrough Dec 31, 2025
Sheet Metal Workers' Local Union No. 9 Pension Pla Actuarythrough Dec 31, 2024
Cmta - Tool and Die Craftsmen Association Pension Trust Actuarythrough Aug 31, 2024

+45 more clients

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

Schedule C rows

163 rows, $22.2M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Operating Engineers Local 428 Pension Trust	2025	11 16 17	NONE OTHER THAN CONTRACT	$70,877
Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund	2024	11 16 17 50	NONE	$673,137
Motion Picture Industry Pension Plan	2024	16 50 70	NONE	$456,914

+160 more Schedule C rows

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

What changed

Dec 31, 2024Consultant changedinferenceSouthern California Ufcw Unions and Food Employers Joint Pension Trust Fund
The Segal Co. (ws) Inc. appears on Southern California Ufcw Unions and Food Employers Joint Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)
with The Segal Co (western States), Inc.askebsa.dol.gov
Dec 31, 2024Consultant changedinferenceHawaii Iron Workers' Pension Plan
The Segal Company (western States), no longer appears on Hawaii Iron Workers' Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
with The Segal Co (western States), Inc.askebsa.dol.gov
Dec 31, 2024Consultant changedinferencePension Plan of the Employers-Shopmen's Local 516 Pension Trust
The Segal Company (western States) appears on Pension Plan of the Employers-Shopmen's Local 516 Pension Trust's Schedule C as pension consultant (plan year 2024 vs 2023)
with The Segal Co (western States), Inc.askebsa.dol.gov
Dec 31, 2024Consultant changedinferenceHawaii Longshore Pension Plan
The Segal Company (western States) no longer appears on Hawaii Longshore Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
with The Segal Co (western States), Inc.askebsa.dol.gov
Dec 31, 2024Consultant changedinferenceSheet Metal Workers' Local Union No. 9 Pension Pla
The Segal Company (western States) appears on Sheet Metal Workers' Local Union No. 9 Pension Pla's Schedule C as general consultant (plan year 2024 vs 2023)
with The Segal Co (western States), Inc.askebsa.dol.gov

+7 more dated events

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