DFX Intelligence

Allocator Intelligence

Global Portfolio Strategies, Inc.

Manager
EIN 061055669
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
19
Schedule C investment manager rows

16 more corporate plans and 9 more dated events

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.

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

+16 more corporate plans name this manager on Schedule C

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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

+9 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

›Connections

every published relationship on the graph

+21 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.