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.

You can reach the main office by calling the phone number 212-826-8425 or by fax 212-826-8450. The normal business hours are 9 am - 5 pm on Monday - Friday.