DFX Intelligence
Concurrent Investment Advisors, Lcc
unclassified
unclassified
1 more Schedule C row
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
2
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
2 allocators
- Trimas Corporation Union Employees Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
- C&s Consolidated Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Schedule C rows
4 rows, $162,750 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| C&s Consolidated Pension Plan | 2024 | 27 | RETAINED BY EMPLOYER | $75,000 |
| Trimas Corporation Union Employees Pension Plan | 2024 | 27 50 | INVESTMENT ADVISOR | $18,000 |
| C&s Consolidated Pension Plan | 2023 | 27 | RETAINED BY EMPLOYER | $56,250 |
+1 more Schedule C row
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
- Concurrent Investment Advisors appears on C&s Consolidated Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Concurrent Investment Advisors, Lccaskebsa.dol.gov
- Concurrent Investment Advisors, LLC appears on Trimas Corporation Union Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Concurrent Investment Advisors, Lccaskebsa.dol.gov