DFX Intelligence
Segal Macro Advisors
unclassified· OH
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
- I.B.E.W. Local 38 Pension Plan General consultantInvestment adviser (plan)through Apr 30, 2025 Form 5500
Schedule C rows
3 rows, $284,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| I.B.E.W. Local 38 Pension Plan | 2024 | 16 27 | INVESTMENT CONSULTANT | $102,667 |
| I.B.E.W. Local 38 Pension Plan | 2023 | 27 | INVESTMENT CONSULTANT | $88,000 |
| I.B.E.W. Local 38 Pension Plan | 2022 | 27 | INVESTMENT CONSULTANT | $93,333 |
What changed
No dated events.