Private Advisors

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

Active participants

15,061

Total plan assets

$14.2B

Filings (rows)

Direct comp

$1.2M

Indirect comp

Aggregating 3 name variants under "PRIVATE ADVISORS"

Click a variant to view it alone

PRIVATE ADVISORS GROUP6 PRIVATE ADVISORS6 PRIVATE ADVISORS SMALL BUYO1

SERVICES PROVIDED

Advisor / Consultant7

Investment manager6

CITs / DFEs sponsored by this firm

Click a collective trust to see every plan that holds it.

Fund / entity	Plans holding
PRIVATE ADV SMALL CO BUYOUT FUND V	3
PRIVATE ADVISORS SMALL BUYO	3
PRIVATE ADVISORS SECONDARY FD V	3
PRIVATE ADVISORS SMALL CO BUYOUT FD	3
PRIVATE ADVISORS HEDGED EQUITY MSTR	3
PRIVATE ADVISORS HEDGED EQTY FD QP	2
PRIVATE ADVISORS HEDGED EQUITY FUN	2
PRIVATE ADVISORS	1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Dominion Energy, Inc. Dominion Energy, Inc. Defined Benefit Master Trust · all filings	RICHMOND, VA	Investment manager	—	$9.1B	$118K	$0
BOT of IUOE Stationary Engineers Local 39 Pension Plan IUOE Stationary Engineers Local 39 Pension Plan · all filings	PLEASANTON, CA	Investment manager	5,142	$1.6B	$474K	$0
Triumph Aerostructures, LLC. Vought Aircraft Industries, Inc. Master Defined Benefit Trust · all filings	RADNOR, PA	Investment manager	—	$1.2B	$50K	$0
Local No. 731, I.B. of T., Pension Fund Local No. 731, I.B. of T., Pension Fund · all filings	BURR RIDGE, IL	Investment manager	3,248	$985.4M	$61K	$0
Local No. 731, I.B. of T., Pension Fund Local No. 731, I.B. of T., Pension Fund · all filings	BURR RIDGE, IL	Investment manager	3,289	$829.9M	$91K	$0
Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund · all filings	INDIANAPOLIS, IN	Advisor / Consultant	886	$194.2M	$67K	$0
Sheet Metal Workers Local No. 20 Indianapolis Area, Pension Fund Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund · all filings	INDIANAPOLIS, IN	Advisor / Consultant	832	$174.2M	$93K	$0
J.F. Brennan Company, Inc. Brennan Companies 401(k) and Profit Sharing Plan · all filings	LACROSSE, WI	Advisor / Consultant	295	$39.4M	$64K	$0
Torti Gallas and Partners, Inc. Torti Gallas and Partners, Inc. 401(k) Profit Sharing Plan · all filings	WASHINGTON, DC	Advisor / Consultant	100	$31.9M	$45K	$0
J.F. Brennan Company, Inc. Brennan Companies 401(k) and Profit Sharing Plan · all filings	LACROSSE, WI	Advisor / Consultant	278	$30.0M	$64K	$0
Torti Gallas and Partners, Inc. Torti Gallas and Partners, Inc. 401(k) Profit Sharing Plan · all filings	WASHINGTON, DC	Advisor / Consultant	102	$29.3M	$39K	$0
LIA Group, Inc. The LIA Group 401(k) Plan · all filings	ALBANY, NY	Investment manager	763	$26.6M	$15K	$0
Torti Gallas and Partners, Inc. Torti Gallas and Partners, Inc. 401(k) Profit Sharing Plan · all filings	WASHINGTON, DC	Advisor / Consultant	126	$26.2M	$39K	$0