DFX Intelligence

8 more other clients, 309 more Schedule C rows and 32 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.

ASB Capital Management LLC

unclassified· MD

unclassified

8 more other clients, 309 more Schedule C rows and 32 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

3 allocators

Sheet Metal Workers Local 98 Pension Fund Investment adviser (plan)through Dec 31, 2024 Form 5500
Carpenters Pension Trust Fund for Northern California Investment adviser (plan)through Aug 31, 2023 Form 5500
Pacificorp/ibew Local 57 Retirement Trust Fund Investment adviser (plan)through Jun 30, 2023 Form 5500

11 allocators

+8 more 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.

312 rows, $56.8M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
National Electrical Benefit Fund	2025	28 51	NONE	$1.7M
Local 734 Pension Fund	2025	28 51	NONE	$81,009
National Electrical Benefit Fund	2024	28 51	NONE	$1.7M

+309 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, 2024Manager relationship endedinferenceRetirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations
ASB Capital Management, LLC no longer appears on Retirement and Pension Plan for Officers & Employees of the Nycdcc and Related Organizations's Schedule C as investment manager (plan year 2024 vs 2023)
with ASB Capital Management LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship startedAsbestos Workers L 24 Pen Fd Def Benefit Plan
ASB Capital Management, LLC appears on Asbestos Workers L 24 Pen Fd Def Benefit Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with ASB Capital Management LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship startedLaborers' Local #157 Pension Fund
ASB Capital Management, LLC appears on Laborers' Local #157 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with ASB Capital Management LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceIbew Local No. 100 Pension Plan
ASB Capital Management no longer appears on Ibew Local No. 100 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with ASB Capital Management LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceEmployer Local No. 375 Pension Plan
ASB Capital Management, LLC no longer appears on Employer Local No. 375 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with ASB Capital Management LLCaskebsa.dol.gov

+32 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.