VORTUS 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
3
Active participants
0
Total plan assets
$8.3B
Filings (rows)
4
Direct comp
$128K
Indirect comp
$328K
Aggregating 2 name variants under "VORTUS INVESTMENTS"
SERVICES PROVIDED
Other2
Advisor / Consultant1
Top plans served
Showing top 4 of 3 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Other INVESTMENT MGR | — | $2.9B | $7K |
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Other INVESTMENT MGR | — | $2.8B | $51K |
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Advisor / Consultant INVESTMENT MANAGER | — | $2.6B | $25K |
| UPMC UPMC MASTER TRUST | PITTSBURGH, PA | Advisor / Consultant INVESTMENT MANAGER | — | $2.6B | $45K |