This firm's name, 16 more other clients, 64 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
- Southern California Pipe Trades Retirement Fund General consultantPension consultantthrough Dec 31, 2024 Form 5500
- LOS Angeles Philharmonic Assoc and Musician Union, Local 47, American Federation of Musicians Pension Trust Investment adviser (plan)through Sep 30, 2023 Form 5500
- Division 1181 Atu - NY Employees Pension Fund and Plan Custodianthrough Aug 31, 2024
- Nidec Minster Corporation Consolidated Pension Trust Trusteethrough Aug 1, 2023
- FOX Valley and Vicinity Laborers Pension Fund Trusteethrough May 31, 2023
+16 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 |
|---|---|---|---|---|
| FOX Valley and Vicinity Laborers Pension Fund | 2024 | 21 24 28 52 | NONE | $2.6M |
| Pitney Bowes Pension Plan | 2024 | 11 16 17 50 | NONE | $424,169 |
| Division 1181 Atu - NY Employees Pension Fund and Plan | 2024 | 19 21 24 27 28 51 | NONE | $323,242 |
+64 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.
- Ibew Local No. 100 Pension Plan first reports an interest in Segall Bryant & Hamill Smid Cap Tf (Sei): $25M at 2025-06-30with Seiaskebsa.dol.gov
- A.F.OF L.-A.g.c. Building Trades Pension Plan no longer reports Segall Bryant & Hamill Smid Cap Tf (Sei) (last held $11M at 2024-06-30; absent from the 2025-06-30 filing)with Seiaskebsa.dol.gov
- Seafarers Pension Plan no longer reports Intech Instituional Enhanced (Sei) (last held $51M at 2023-12-31; absent from the 2024-12-31 filing)with Seiaskebsa.dol.gov
- SEI Trust Company Intech Enh Plus no longer appears on Pointers, Cleaners, & Caulkers Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Seiaskebsa.dol.gov
- SEI Trust Company no longer appears on Sheet Metal Workers Local Union No 71 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Seiaskebsa.dol.gov
+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.