This firm's name, 7 more other clients, 61 more Schedule C rows and 11 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.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Investment consultant
- Westchester Teamsters Local 456 Pension Fund Trusteethrough Dec 31, 2025
- I.B.E.W. Local Union No 357 Pension Trust Fund, Plan a CustodianTrusteethrough Dec 31, 2024
- Firstbank Puerto Rico Pension Plan for the Former Employees of Banco Central Hispano - Puerto Rico Trusteethrough Nov 30, 2023
+7 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Operating Eng Cons Ind Misc. Pension Fund | 2025 | 28 51 | NONE | $229,238 |
| Westchester Teamsters Local 456 Pension Fund | 2025 | 21 28 51 | INVESTMENT MANAGER | $140,153 |
| Linde U.S. Pension Plan | 2024 | 28 51 | NONE | $1.1M |
+61 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Dec 31, 2024Holding endedinferenceAmalgamated Transit Union Pension Plan for International Officers and Employees
- Dec 31, 2024Holding endedinferencePension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust
+11 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.