127 more allocators, 12 more funds, 119 more corporate plans, 424 more commitment rows and 35 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.
Ullico Investment Advisors, Inc.
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Central Laborers' Pension Fund | 9 | 0 | Pooled vehicles, Public equity, Real estate, Hedge / diversifiers | Dec 31, 2023 | Dec 31, 2024 | |
| Laborers National Pension Fund | 7 | 0 | Pooled vehicles, Public equity, Real estate | Dec 31, 2023 | Dec 31, 2024 | |
| International Association Pension Plan | 6 | 0 | Pooled vehicles | Dec 31, 2023 | Dec 31, 2025 |
+127 more allocators back this manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Separate Account J328 rows
- Separate Account R19 rows
- Ullico Diversified Intl Equity Fund17 rows
+12 more funds on the tape
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
- Greater Kansas City Laborers Pension Planplan years 2024
- NEW York District Council of Carpenters Pension Plplan years 2025
- Marine Carpenters Pension Fundplan years
+119 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 $249/month unless canceled.
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | International Association Pension Plan | Separate Account Jseparate account | Pooled vehicles | $13,613 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Western PA Electrical Employees Pension Trust Fund | Union Labor Life (j Acct)collective trust | Pooled vehicles | $3.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2025 | Pension Fund of Heat and Frost Insulators Local 12 | Separate Account Jseparate account | Pooled vehicles | $1.6M held | Disclosed holding | askebsa.dol.gov |
+424 more commitment 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.
- Local 522 Pension Fund Roofers Division first reports an interest in Ullico Separate Account J (Ullico Investment Advisors, Inc.): $2M at 2025-06-30with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Local 522 Pension Fund Roofers Division no longer reports Separate Account J (Ullico Investment Advisors, Inc.) (last held $2M at 2024-06-30; absent from the 2025-06-30 filing)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- N.e.c.a.-I.b.e.w. Local Union No. 35 Pension Fund first reports an interest in Separate Account J (Ullico Investment Advisors, Inc.): $1M at 2025-04-30with Ullico Investment Advisors, Inc.askebsa.dol.gov
- N.e.c.a.-I.b.e.w. Local Union No. 35 Pension Fund no longer reports Seperate Account J (Ullico Investment Advisors, Inc.) (last held $1M at 2024-04-30; absent from the 2025-04-30 filing)with Ullico Investment Advisors, Inc.askebsa.dol.gov
- Ullico Investment Advisors Inc appears on NEW York District Council of Carpenters Pension Pl's Schedule C as investment manager (plan year 2024 vs 2023)with Ullico Investment Advisors, Inc.askebsa.dol.gov
+35 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.
Ullico Investment Advisors, Inc. sits on 280 traced paths of capital across the graphs.
DFX traced 280 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $299/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
›Connections
every published relationship on the graph
+140 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.