DFX Intelligence
Acadian Intl Small Cap
unclassified
unclassified
7 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
0
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
No advisory client relationship on the tape.
Other roles
1 allocator
- Atmos Energy Corporation Pension Account Plan Trusteethrough Dec 31, 2022
Schedule C rows
10 rows, $731,448 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Atmos Energy Corporation Pension Account Plan | 2024 | 10 15 21 28 29 49 50 51 | INVESTMENT MANAGER | $165,284 |
| Axel Johnson Inc. Retirement Plan | 2024 | 28 51 | NONE | $15,066 |
| Atmos Energy Corporation Pension Account Plan | 2023 | 10 15 21 28 29 49 50 51 | INVESTMENT MANAGER | $155,659 |
+7 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
- U. S. Retirement Plan no longer reports Acadian International Small Cap Fun (Acadian Intl Small Cap) (last held $18M at 2023-12-31; absent from the 2024-12-31 filing)with Acadian Intl Small Capaskebsa.dol.gov
- Airconditioning and Refrigeration Industry Retirement Trust Fund no longer reports Acadian International Small Cap Fun (Acadian Intl Small Cap) (last held $6M at 2022-12-31; absent from the 2023-12-31 filing)with Acadian Intl Small Capaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceCargill, Inc and Assoc. Co's Pension Plan for Production EmployeesAcadian Asset Management no longer appears on Cargill, Inc and Assoc. Co's Pension Plan for Production Employees's Schedule C as investment manager (plan year 2023 vs 2022)with Acadian Intl Small Capaskebsa.dol.gov