DFX Intelligence

Allocator Intelligence

Smith Graham & Co

Manager
EIN 760301817
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
17
Schedule C investment manager rows

14 more corporate plans and 6 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.

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Who backs this manager

No allocator on the commitment tape names a fund of this manager.

Corporate and Taft-Hartley plans (Schedule C)

17 plans

+14 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 endedinferencePacificorp/ibew Local 57 Retirement Trust Fund
    Smith, Graham & Co. Inv. Adv.,l.p. no longer appears on Pacificorp/ibew Local 57 Retirement Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Smith Graham & Coaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferencePension Fund Local 96-Ibew
    Smith, Graham & Co. Inv. Advisors no longer appears on Pension Fund Local 96-Ibew's Schedule C as investment manager (plan year 2024 vs 2023)
    with Smith Graham & Coaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceNeca Local 145 Ibew Pension Fund
    Smith Graham and Co no longer appears on Neca Local 145 Ibew Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Smith Graham & Coaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceEmployer Local No. 375 Pension Plan
    Smith, Graham & C, Investment Advi no longer appears on Employer Local No. 375 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Smith Graham & Coaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceNEW England Health Care Employees Pension Plan
    Smith Graham no longer appears on NEW England Health Care Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Smith Graham & Coaskebsa.dol.gov

+6 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

+18 connections on the graph

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