DFX Intelligence

5 more corporate plans and 1 more dated event

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.

Merganser Capital Management

Manager

EIN 463651540

Public LPs on the tape

distinct allocators disclosing a fund

Commitment rows

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

Schedule C investment manager rows

5 more corporate plans and 1 more dated event

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)

8 plans

Plumbers and Steamfitters Local 396 Pension Fundplan years 2025
Ufcw Union Local 919 & Contributing Employers' Food Pension Fundplan years 2024
Northwest Community Hospital Employees Retirement Planplan years 2023

+5 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, 2024Manager relationship startedPlumbers and Steamfitters Local 396 Pension Fund
Merganser Capital Management appears on Plumbers and Steamfitters Local 396 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Merganser Capital Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceNorthwest Community Hospital Employees Retirement Plan
Merganser Capital Management, Inc. no longer appears on Northwest Community Hospital Employees Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Merganser Capital Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceNorthshore University Healthsystem Pension Plan
Merganser Capital Management no longer appears on Northshore University Healthsystem Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
with Merganser Capital Managementaskebsa.dol.gov
Dec 31, 2024Manager relationship startedUfcw Union Local 919 & Contributing Employers' Food Pension Fund
Merganser Capital Management appears on Ufcw Union Local 919 & Contributing Employers' Food Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
with Merganser Capital Managementaskebsa.dol.gov
Dec 31, 2023Manager relationship startedNorthwest Community Hospital Employees Retirement Plan
Merganser Capital Management, Inc. appears on Northwest Community Hospital Employees Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with Merganser Capital Managementaskebsa.dol.gov

+1 more dated event

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

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

Across the graphs

Merganser Capital Management 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.

Checking your plan…

›Connections

every published relationship on the graph

+9 connections on the graph

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