Investment consultant in Maryland
This firm's name, 1 more other client, 56 more Schedule C rows and 31 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.
7 days of DFX Intelligence free, then $199/month unless canceled.
Advisory clients
- Ibew Local 505 Neca Pension Plan Investment adviser (plan)through Aug 31, 2024 Form 5500
- Tile Layers Union Local No. 52 NY Pension Fund Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
- Ohio Local No 1 Operative Plasterers and Cement Masons Pension Fund Custodianthrough Apr 30, 2025
- Ibew Local 683 Pension Fund Pension Plan Custodianthrough Dec 31, 2024
- Ibew Local 129 Pension Fund Pension Plan Custodianthrough Apr 30, 2023
+1 more client
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Mechanical Contractors Ua Local 119 Pension Plan | 2025 | 28 | INVESTMENT MANAGER | $56,198 |
| Nysa-Ila Pension Trust Fund & Plan | 2024 | 51 | INVESTMENT MANAGEMENT FEE | $897,001 |
| Plumbers Local 9 Pension Plan | 2024 | 28 | NONE | $241,804 |
+56 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
- with this firmaskebsa.dol.gov
+31 more dated events
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.