DFX Intelligence

6 more advisory clients, 24 more Schedule C rows and 2 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 Townsend Group

unclassified· OH

unclassified

6 more advisory clients, 24 more Schedule C rows and 2 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

9 allocators

Orange County Employees Retirement System Real estate consultantthrough Dec 31, 2025 ACFR
NHRS Traditional DB Pension Plan Specialist consultantReal estate consultantthrough Dec 16, 2025 Board minutes
Michelin Retirement Plan Pension consultantthrough Oct 31, 2025 Form 5500

+6 more advisory clients

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

27 rows, $12.9M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
NEW York State Nurses Association Pension Plan	2024	28 51	NONE	$2.8M
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute	2024	51 52	NONE	$1.1M
American Electric Power System Retirement Plan	2024	28 50 51	NONE	$947,655

+24 more Schedule C rows

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

Dec 16, 2025Consultant changedNHRS Traditional DB Pension Plan
New Hampshire Retirement System (NHRS), Independent Investment Committee (invests directly) selects Townsend Group as specialist consultant
with The Townsend Groupnhrs.org
Dec 31, 2024Consultant changedinferenceMichelin Retirement Plan
The Townsend Group appears on Michelin Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
with The Townsend Groupaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceCathay Pacific Airways Limited Pension Plan
Townsend Group no longer appears on Cathay Pacific Airways Limited Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with The Townsend Groupaskebsa.dol.gov
Dec 31, 2023Consultant changedinferenceAramco U.S. Retirement Income Plan
The Townsend Group no longer appears on Aramco U.S. Retirement Income Plan's Schedule C as general consultant (plan year 2023 vs 2022)
with The Townsend Groupaskebsa.dol.gov
Dec 31, 2023Manager relationship startedThe Guardian Field Representative Employees' Retirement Plan
The Townsend Group appears on The Guardian Field Representative Employees' Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with The Townsend Groupaskebsa.dol.gov

+2 more dated events

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