United States Steel And Carnegie Pension Fund (New York)

United States Steel And Carnegie Pension Fund is a large advisory firm based in New York. It manages $8.98 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Pennsylvania.

United States Steel And Carnegie Pension Fund provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

United States Steel And Carnegie Pension Fund: assets under management

The assets under management (AUM) of United States Steel And Carnegie Pension Fund is $8.98 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.98 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $816.12 million each.

United States Steel And Carnegie Pension Fund has custody of $8.98 billion in cash and securities for 11 clients in total and acts as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay United States Steel And Carnegie Pension Fund for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at United States Steel And Carnegie Pension Fund

Lyle Gerald Clark has been acting as President since 1 Aug 2011. William Potter Hinckley joined the executive team most recently as the Member/Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Doyle Hollingsworth	Member/director	1 Jan 2002	Other	4518500
Larry Thomas Brockway	Member/director/chairman of board/chairman of investment committee	1 Jan 2004	Other	4774850
Gregg Paul Schmidt	Treasurer	1 Mar 2007	Other	5489793
Lyle Gerald Clark	Member/director/senior vice president-investments	1 Aug 2011	Other	4357661
William N/M/N Donovan	Member/director/president	1 Aug 2011	Other	4357711
Randy Scott Edwards	Member/director/vice president-investments	1 Aug 2011	Other	5986375
Colleen Marie Darragh	Member/director	1 Dec 2012	Other	6165206
Darin Richard Hoffner	General counsel, chief compliance officer	1 Oct 2013	Other	6258977
J Michael Williams	Member/director/vice president-administration	1 Jul 2014	Other	6447939
John Michael Williams	Member/director/vice president-administration/chairman of administration committee	1 Jul 2014	Other	6447939
Kimberly Fast	Comptroller	1 Dec 2014	Other	6457981
Kimberly Fast	Comptroller/member/director	1 Jan 2016	Other	6457981
Hayley Scott Davis	Member/director	1 Jan 2016	Other	6624688
Gary William Walsh	Member/director	1 Jan 2016	Other	5647855
Arne Steven Jahn	Member/treasurer/director	1 Jan 2016	Other	6625330
Kimberly Dyan Fast	Comptroller/member/director	1 Jan 2016	Other	6457981
Colleen Marie Darragh	Member/director/chairman of board/chairman of investment committee	1 Mar 2016	Other	6165206
William Potter Hinckley	Member/director	1 Mar 2017	Other	1292672
Robert T Garretson	Member/director	1 Mar 2017	Other	6773333
Robert Todd Garretson	Member/director	1 Mar 2017	Other	6773333

Based in New York

The principal office where United States Steel And Carnegie Pension Fund performs its advisory services is located at 350 Park Ave 17 Th Floor, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Pittsburgh, PA. It doesn’t run an office outside of the United States.