DFX Intelligence
This firm's name
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 $249/month unless canceled.
Institutional manager in Michigan
Institutional manager· MI
No date on record · this record
Institutional managerprobable
No date on record · this record
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
33
filed Mar 28, 2023
ADV institutional RAUM
$68.7M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$146M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.39; discretionary RAUM $146M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
- Ameriti Manufacturing Company Uaw Restated Amended Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $74,190 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ameriti Manufacturing Company Uaw Restated Amended Pension Plan | 2024 | 27 | NONE | $26,169 |
| Ameriti Manufacturing Company Uaw Restated Amended Pension Plan | 2023 | 27 | NONE | $23,542 |
| Ameriti Manufacturing Company Uaw Restated Amended Pension Plan | 2022 | 27 | NONE | $24,479 |
Form ADV readings
- institutional clients 33 Mar 28, 2023 reported
- pension plan clients 33 Mar 28, 2023 reported
- raum discretionary $146M Mar 28, 2023 reported
- raum institutional $68.7M Mar 28, 2023 reported
- raum total $175M Mar 28, 2023 reported
What changed
No dated events.