DFX Intelligence
Clearstead
Manager
EIN 341597728
Public LPs on the tape
0
distinct allocators disclosing a fund
Commitment rows
0
0 dated closings
Disclosed commitments
Not disclosed
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
3
Schedule C investment manager rows
Who backs this manager
No allocator on the commitment tape names a fund of this manager.
Corporate and Taft-Hartley plans (Schedule C)
3 plans
- ST. Clair Hospital Retirement Planplan years 2024
- Park Ohio Industries and Subsidiaries Pension Planplan years 2023
- Crown Equipment Corporation Retirement Planplan years 2023
Commitment rows
No rows.
What changed
- Clearstead Advisors,llc appears on Pension Agreement Between Akro-Mils and Uswa Local 1761-02's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Clearsteadaskebsa.dol.gov
- Clearstead Advisors, LLC no longer appears on Southeastern Ohio Regional Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Clearsteadaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceAB Car Rental Services, Inc. Pension Plan for Bargaining Hourly EmployeesClearstead Advisors appears on AB Car Rental Services, Inc. Pension Plan for Bargaining Hourly Employees's Schedule C as pension consultant (plan year 2023 vs 2022)with Clearsteadaskebsa.dol.gov
- Clearstead Advisors LLC appears on Park Ohio Industries and Subsidiaries Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Clearsteadaskebsa.dol.gov
- Clearstead Advisors, LLC appears on Southeastern Ohio Regional Medical Center Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Clearsteadaskebsa.dol.gov
Across the graphs
Clearstead is the same institution as 1 record in Independent Sponsors.
Independent Sponsors1
The joined record opens with the product, beside every other relationship on this page.
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every published relationship on the graph
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