DFX Intelligence
AG Abc Structured Note-Lp
unclassified· NY
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
- Shelter Insurance Employees Retirement Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Schedule C rows
2 rows, $82,205 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Shelter Insurance Employees Retirement Plan | 2024 | 27 | RETAINED BY EMPLOYER | $25,755 |
| Shelter Insurance Employees Retirement Plan | 2023 | 27 | RETAINED BY EMPLOYER | $56,450 |
What changed
- AG Abc Structured Note-Lp appears on Shelter Insurance Employees Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with AG Abc Structured Note-Lpaskebsa.dol.gov