DFX Intelligence
Upstate Advisors Group
unclassified
unclassified
6 more Schedule C rows
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
3
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
3 allocators
- Central New York Laborers' Pension Fund General consultantthrough Jun 30, 2023 Form 5500
- Upstate New York Engineers Pension Fund Investment adviser (plan)through Mar 31, 2023 Form 5500
- Service Employees Pension Fund of Upstate NY Upstate New York Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
9 rows, $176,800 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Upstate New York Engineers Pension Fund | 2024 | 27 51 | NONE | $24,800 |
| Central New York Laborers' Pension Fund | 2024 | 16 50 | NONE | $21,200 |
| Service Employees Pension Fund of Upstate NY Upstate New York | 2024 | 27 50 | NONE | $15,000 |
+6 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
No dated events.