This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 36-3555078 | — | NONE | $378K |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| MCG EQUITY GROUP TRUST SEGAL ADVISORS, INC. · EIN 27-6230536 / PN 001 | 103-12 Investment Entity | $115.1M | 49.7% |
| MCG FIXED INCOME GROUP TRUST SEGAL ADVISORS, INC. · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | $45.4M | 19.6% |
| MESIROW FINANCIAL REAL ESTATE III MESIROW FINANCIAL · EIN 30-0965585 / PN 001 | 103-12 Investment Entity | $5.8M | 2.5% |
| ARA CORE PROPERTY FUND, LP SEGAL ADVISORS, INC. · EIN 27-6230536 / PN 002 | 103-12 Investment Entity | $5.7M | 2.4% |
| ASB ALLEGIANCE REAL ESTATE CHEVY CHASE TRUST COMPANY · EIN 52-6257003 / PN 006 | Common Collective Trust | $5.3M | 2.3% |
| MESIROW FINANCIAL REAL ESTATE V MESIROW FINANCIAL · EIN 30-0965585 / PN 001 | 103-12 Investment Entity | $2.5M | 1.1% |
| AG DIRECT LENDING FUND II, L.P. ANGEL, GORDON & CO. · EIN 98-1314048 / PN 001 | 103-12 Investment Entity | $2.1M | 0.9% |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHEIRON, INC. | 13-4215617 | — | NONE | $194K | — |
| FREED MAXICK P.C. | 45-4051133 | — | NONE | $169K | — |
| ULLICO INFRASTRUCTURE T/E FUND | 90-0622302 | — | NONE | $140K | — |
| RONDA CASTREN | 16-1112391 | — | ADMINISTRATOR | $116K | — |
| GCM GROSVENOR MULTI-ASSET CLASS FUN | 16-1112391 | — | NONE | $79K | — |
| J.A. MARIANO AGENCY | — | BRIDGETON, NJ | NONE | $73K | — |
| AMERICAN CORE REALTY | 95-4871432 | — | NONE | $63K | — |
| MESIROW FINANCIAL RE VALUE FUND III | 36-3194849 | — | NONE | $60K | — |
| ASB ALLEGIANCE | 52-2037618 | — | NONE | $57K | — |
| MICHELLE BONAR | 16-1112391 | — | EMPLOYEE | $56K | — |
| WHITE OAK YIELD SPECTRUM PEER FUND | — | ATLANTA, GA | NONE | $50K | — |
| BLITMAN KING LLP | 16-1047304 | — | NONE | $44K | — |
| MARIA ZAMOJSKI | 16-1112391 | — | EMPLOYEE | $42K | — |
| FP CREDIT PARTNERS II AGGREGATOR | 98-1609056 | — | NONE | $41K | — |
| GCM GROSVENOR ALTSCAPE FUND LP | — | CHICAGO, IL | NONE | $26K | — |
| SEIU UNITED HEALTHCARE WORKERS EAST | 13-1510821 | — | AFFILIATED ORGANIZATION | $22K | — |
| MESIROW FINANCIAL PRIVATE EQUITY | — | CHICAGO, IL | NONE | $22K | — |
| ANGELO GORDON (AG DIRECT LENDING II | 98-1314048 | — | NONE | $22K | — |
| MCG - HAMILTON LANE PRIVATE EQUITY | 38-3887606 | — | NONE | $18K | — |
| JSD & ASSOCIATES | — | NORTH SYRACUSE, NY | NONE | $15K | — |
| MANUFACTURERS & TRADERS TRUST CO | 16-0538020 | — | NONE | $10K | — |
