DFX Intelligence

1 more other client, 14 more Schedule C rows and 5 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.

SEI Trust Company

unclassified

1 more other client, 14 more Schedule C rows and 5 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

No advisory client relationship on the tape.

4 allocators

+1 more client

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

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

17 rows, $7.5M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Teamsters' Local 301 Pension Plan	2025	28	NONE	$174,710
Western Connecticut Health Network Pension Plan	2024	28 50	INVESTMENT ADVISORY	$1.6M
Nysut Employees Retirement Plan	2024	25 99	NONE	$849,182

+14 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, 2024Holding endedinferenceNational Automatic Sprinkler Metal Trades Pension Fund
National Automatic Sprinkler Metal Trades Pension Fund no longer reports Intech Collective Investment Trust (SEI Trust Company) (last held $9M at 2023-12-31; absent from the 2024-12-31 filing)
with SEI Trust Companyaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceRetirement Plan for Employees of Aquarion Company
SEI Trust Company no longer appears on Retirement Plan for Employees of Aquarion Company's Schedule C as investment manager (plan year 2024 vs 2023)
with SEI Trust Companyaskebsa.dol.gov
May 31, 2024Holding endedinferenceSheet Metal Workers Local Union No 71 Pension Plan
Sheet Metal Workers Local Union No 71 Pension Plan no longer reports Intech Collective Investment Trust (SEI Trust Company) (last held $3M at 2023-05-31; absent from the 2024-05-31 filing)
with SEI Trust Companyaskebsa.dol.gov
Apr 30, 2024Holding endedinferenceBricklayers Allied Craftsmen Pension Plan Local No 3
Bricklayers Allied Craftsmen Pension Plan Local No 3 no longer reports Intech Collective Investment Trust (SEI Trust Company) (last held $3M at 2023-04-30; absent from the 2024-04-30 filing)
with SEI Trust Companyaskebsa.dol.gov
Dec 31, 2023Holding endedinferenceLocal 670 Pension Plan
Local 670 Pension Plan no longer reports Intech Collective Investment Trust (SEI Trust Company) (last held $21M at 2022-12-31; absent from the 2023-12-31 filing)
with SEI Trust Companyaskebsa.dol.gov

+5 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.