DFX Intelligence

2 more advisory clients, 6 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.

Alterity Group LLC

unclassified

2 more advisory clients, 6 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

5 allocators

Wells Fargo & Company Cash Balance Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
IBM Personal Pension Plan Pension consultantthrough Dec 31, 2024 Form 5500
Jpmorgan Chase Retirement Plan General consultantthrough Dec 31, 2024 Form 5500

+2 more advisory clients

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

9 rows, $339,631 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Wells Fargo & Company Cash Balance Plan	2024	27 50	NONE	$82,500
Jpmorgan Chase Retirement Plan	2024	16 50	NONE	$45,000
IBM Personal Pension Plan	2024	17	PARTY-IN-INTEREST	$12,550

+6 more Schedule C rows

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

Dec 31, 2024Manager relationship endedinferenceHP Inc. Pension Plan
Alterity no longer appears on HP Inc. Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Alterity Group LLCaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceCelanese Americas Retirement Pension Plan
Alterity Group no longer appears on Celanese Americas Retirement Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
with Alterity Group LLCaskebsa.dol.gov
Dec 31, 2024Consultant changedinferencePinnacle West Capital Corporation Retirement Plan
Alterity Group no longer appears on Pinnacle West Capital Corporation Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
with Alterity Group LLCaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceJpmorgan Chase Retirement Plan
Alterity Group, LLC appears on Jpmorgan Chase Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)
with Alterity Group LLCaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceIBM Personal Pension Plan
Alterity Group appears on IBM Personal Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
with Alterity Group LLCaskebsa.dol.gov

+2 more dated events

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