· 2022–2024 · DOL EFAST2
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Brinker Capital & CLS Investments
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
147
Total plan assets
$944K
Filings (rows)
1
Direct comp
$1K
Indirect comp
$0
Showing only "BRINKER CAPITAL & CLS INVESTMENTS"
View all 9 variants aggregated →
BRINKER CAPITAL INVESTMENTS
131
BRINKER CAPITAL INVESTMENTS LL
45
BRINKER CAPITAL
42
BRINKER CAPITAL HOLDINGS
9
BRINKER CAPITAL SECURITIES
4
BRINKER CAPITAL INVESTMENT
3
BRINKER CAPITAL INV
2
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Movement Strategy Center
Movement Strategy Center 403(b) Plan ·
all filings
OAKLAND, CA
Other service providers
147
$944K
$1K
$0
BRINKER CAPITAL INVENSTMENTS LL
1
BRINKER CAPITAL & CLS INVESTMENTS
1
Brinker Capital & CLS Investments — Form 5500 Service Provider Profile | Form 5500 Search