Segal

unclassified
unclassified

8 more advisory clients, 390 more other clients, 397 more Schedule C rows and 11 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
10
Schedule C, ACFR
Public-system clients
7
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

11 allocators

+8 more advisory clients

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

Other roles

393 allocators

+390 more clients

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

Schedule C rows

400 rows, $19.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
I.U.O.E. Local 57 Pension Plan202511NONE$387,967
Central Iowa Carpenters Pension Plan202511 17$118,717
Pipeline Industry Pension Fund202511 50NONE$100,355

+397 more Schedule C rows

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

What changed

+11 more dated events

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