F/m Investments LLC
Institutional manager· Washington, DCfminvest.com
7 more Schedule C rows and 2 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. A card is taken when the trial starts.
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
204
filed Aug 26, 2026
ADV institutional RAUM
$2.7B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$18B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.15; discretionary RAUM $18B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Schedule C rows
10 rows, $592,323 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Hawaii Sheet Metal Workers Pension Fund | 2024 | 28 51 | NONE | $180,180 |
| Employers & Operating Engineers Local 520 Pension Fund | 2024 | 28 68 | INVESTMENT MANAGER | $68,092 |
| Teamsters Local 639 - Employers Pension Trust Fund | 2024 | 28 | NONE | $67,106 |
+7 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. A card is taken when the trial starts.
Form ADV readings
Form ADV readings
- charity clients 77 Aug 26, 2026 reported
- government clients 19 Aug 26, 2026 reported
- institutional clients 204 Aug 26, 2026 reported
- pension plan clients 108 Aug 26, 2026 reported
- raum discretionary $18B Aug 26, 2026 reported
- raum institutional $2.7B Aug 26, 2026 reported
- raum total $18B Aug 26, 2026 reported
What changed
- F/m Investments appears on Kansas City Cement Masons Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with F/m Investments LLCaskebsa.dol.gov
- F/m Investments, LLC appears on Ironworkers National Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with F/m Investments LLCaskebsa.dol.gov
- F/m Investments, LLC appears on Teamsters Local 639 - Employers Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with F/m Investments LLCaskebsa.dol.gov
- F/m Investments LLC appears on Employers & Operating Engineers Local 520 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with F/m Investments LLCaskebsa.dol.gov
- F/m Investments LLC appears on Mo-Kan Iron Workers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with F/m Investments LLCaskebsa.dol.gov
+2 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. A card is taken when the trial starts.