ALTRINSIC GLOBAL ADVISORS, LLC
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+1 YoYRank #2064 of mapped providers
Assets under administration$22.3B0.0%Market share · rank #597
Fees received$4MMedian $808,409/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical ALTRINSIC GLOBAL ADVISORS, LLC plan look like?
Service mix · median fees per plan
Count of plans where ALTRINSIC GLOBAL ADVISORS, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other investment fees and expenses; Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Soft dollars commissionsCode 28 | 3 | $808,409 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 2 | $746,520 |
Competitor overlap
Percent of ALTRINSIC GLOBAL ADVISORS, LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under ALTRINSIC GLOBAL ADVISORS, LLC.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES 32BJ NORTH PENSION FUNDNY · 131819138-001 | BUILDING SERVICE 32BJ HEALTH FUND | $529M |
Plans lost in 2024
Appeared last year under ALTRINSIC GLOBAL ADVISORS, LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PEPSICO, INC.NY · 131584302-004 | $6.8B | 55,326 | $658,928 | 10y | - |
SONY CORPORATION OF AMERICANY · 131914734-002 | $6.2B | 25,938 | $808,409 | 10y | 1 |
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ PENSION FUNDNY · 131879376-001 | $4.6B | 121,234 | $1M | 3y | - |
PEPSICO, INC.NY · 131584302-121 | $4.2B | 85,189 | $834,112 | 4y | - |
BOARD OF TRUSTEES 32BJ NORTH PENSION FUNDNY · 131819138-001 | $529M | 15,472 | $171,687 | 1y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (6)
Raw Schedule C names collapsed into ALTRINSIC GLOBAL ADVISORS, LLC.
- ALTRINSIC COLLECTIVE INVESTMENT
- ALTRINSIC COLLECTIVE INVESTMENT TRU
- ALTRINSIC GLOBAL ADVISORS
- ALTRINSIC GLOBAL ADVISORS LLC
- ALTRINSIC GLOBAL ADVISORS, LLC
- ALTRINSIC GLOBAL ADVISORS, LLC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for ALTRINSIC GLOBAL ADVISORS, LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ALTRINSIC GLOBAL ADVISORS, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent