DFX Intelligence
Summit Strategies, LLC
unclassified
unclassified
Advisory clients on the tape
1
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
1 allocator
- Painters and Allied Trades District Council No. 35 Pension Fund General consultantthrough Jun 30, 2025 Form 5500
Other roles
1 allocator
- Baystate Health, Inc. Retirement Program Trusteethrough Dec 31, 2022
Schedule C rows
2 rows, $763,639 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Painters and Allied Trades District Council No. 35 Pension Fund | 2024 | 16 50 | NONE | $15,187 |
| Baystate Health, Inc. Retirement Program | 2022 | 21 | NONE | $748,452 |
What changed
- Dec 31, 2024Consultant changedinferencePainters and Allied Trades District Council No. 35 Pension FundSummit Strategies, LLC appears on Painters and Allied Trades District Council No. 35 Pension Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Summit Strategies, LLCaskebsa.dol.gov