DFX Intelligence

Allocator Intelligence

Nisa Investment Advisors, LLC

unclassified· MO
unclassified

20 more advisory clients, 1 more other client, 390 more Schedule C rows and 31 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
23
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

23 allocators

+20 more advisory 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.

Other roles

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.

Schedule C rows

393 rows, $217M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Premera Pension Equity Plan202528 51INVESTMENT MANAGER$554,453
Relx Inc. US Retirement Plan202528 50 51NONE$505,478
Bass Retirement Plan202528 51NONE$36,043

+390 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

  • Dec 31, 2024Holding startedNatural Gas Solutions North America Pension Plan
    Natural Gas Solutions North America Pension Plan first reports an interest in Nisa Ultra Mid Treasury Cif-Class a (Nisa Investment Advisors, LLC): $410,616 at 2024-12-31
    with Nisa Investment Advisors, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship startedUnited Mine Workers of America 1974 Pension Plan
    Nisa Investment Advisors LLC appears on United Mine Workers of America 1974 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Nisa Investment Advisors, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship startedCenveo Worldwide Limited Pension Plan
    Nisa Investment Advisors, LLC appears on Cenveo Worldwide Limited Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Nisa Investment Advisors, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship startedUps/ibt Full-Time Employee Pension Plan
    Nisa Investment Advisors appears on Ups/ibt Full-Time Employee Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Nisa Investment Advisors, LLCaskebsa.dol.gov
  • Dec 31, 2024Manager relationship startedUPS Pension Plan
    Nisa Investment Advisors appears on UPS Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Nisa Investment Advisors, LLCaskebsa.dol.gov

+31 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.