DFX Intelligence
Clarion Partners
unclassified
unclassified
25 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
1 allocator
- The Teknor Apex Company Retirement Plan Custodianthrough Dec 31, 2022
Schedule C rows
28 rows, $8.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Ohiohealth Cash Balance Retirement Plan | 2024 | 28 50 | NONE | $317,512 |
| Group Retirement Income Plan No. 8 | 2024 | 28 50 51 | NONE | $289,728 |
| Group Retirement Income Plan No.16 | 2024 | 28 50 51 | NONE | $287,602 |
+25 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.
What changed
- Clarion Partners appears on Plumbers Local No. 8 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Clarion Partnersaskebsa.dol.gov
- Clarion Partners no longer appears on Sheet Metal Workers Local 224 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Clarion Partnersaskebsa.dol.gov
- Clarion Partners LLC appears on Plumbers and Steamfitters Local 102 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Clarion Partnersaskebsa.dol.gov