DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Manager

Global Portfolio Strategies, Inc.

EIN 061055669
Public LPs on the tape
0
distinct allocators disclosing a fund
Commitment rows
0
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
19
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)
19 plans
Commitment rows
No rows.
What changed
  • Dec 31, 2023Manager relationship endedinferenceMGM Retirement Plan
    Global Portfolio Strategies, Inc. no longer appears on MGM Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Global Portfolio Strategies, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceCigna Pension Plan for Certain Former Employees
    Global Portfolio Strategies, Inc. no longer appears on Cigna Pension Plan for Certain Former Employees's Schedule C as investment manager (plan year 2023 vs 2022)
    with Global Portfolio Strategies, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceStahl (USA), Inc. Pension Plan
    Global Portfolio Strategies, Inc. no longer appears on Stahl (USA), Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Global Portfolio Strategies, Inc.askebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceBekaert Corporation Retirement Income Plan
    Global Portfolio Strategies, Inc no longer appears on Bekaert Corporation Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Global Portfolio Strategies, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceBracco Retirement Income Plan
    Global Portfolio Strategies Inc no longer appears on Bracco Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Global Portfolio Strategies, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceCigna Pension Plan
    Global Portfolio Strategies, Inc. no longer appears on Cigna Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Global Portfolio Strategies, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceTitan America LLC Pension Plan
    Global Portfolio Strategies, Inc no longer appears on Titan America LLC Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Global Portfolio Strategies, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceFujifilm Group Pension Plan
    Global Portfolio Strategies, Inc no longer appears on Fujifilm Group Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Global Portfolio Strategies, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceThe Frozen Defined Benefit Plan
    Global Portfolio Strategies, Inc. no longer appears on The Frozen Defined Benefit Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Global Portfolio Strategies, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceVopak North America Inc. Retirement Plan
    Global Portfolio Strategies, Inc. no longer appears on Vopak North America Inc. Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Global Portfolio Strategies, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceJacuzzi Brands Corp. Pension Plan
    Global Portfolio Strategies, Inc no longer appears on Jacuzzi Brands Corp. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Global Portfolio Strategies, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceAIR Transport Association of America Retirement Income Plan
    Global Portfolio Strategies, Inc. no longer appears on AIR Transport Association of America Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Global Portfolio Strategies, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceAnywhere Real Estate Group LLC Pension Plan
    Global Portfolio Strategies, Inc. no longer appears on Anywhere Real Estate Group LLC Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Global Portfolio Strategies, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceRetirement Annuity Plan for Ees of Smeco, Inc.
    Global Portfolio Strategies, Inc. no longer appears on Retirement Annuity Plan for Ees of Smeco, Inc.'s Schedule C as investment manager (plan year 2023 vs 2022)
    with Global Portfolio Strategies, Inc.askebsa.dol.gov