Proxyvote Plus, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 107
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 107 | $0 | — |
| State or municipal government entities | Fewer than 5 clients | $0 | — |
| Other investment advisers | Fewer than 5 clients | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Minnesota Laborers Pension Fund Board Of Trustees Of Minnesota Laborers Pension Fund | 2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gonzalez, Yvette | Executive Vice President And Director Of Operations | Jun 2002 (24y) | Less than 5% | |
| Rosenberg, Craig, Michael | President And Manager | Jun 2002 (24y) | ≈ 56.25% – 100% via Proxyvote Plus Holdings, Inc. | |
| Edmunds, Gayle, Lynette | Chief Compliance Officer | Aug 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Proxyvote Plus Holdings, Inc. | Shareholder | Jan 2004 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Rosenberg, Craig, Michael: 75% – 100% of Proxyvote Plus Holdings, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Minnesota Laborers Pension Fund | Board Of Trustees Of Minnesota Laborers Pension Fund | 10,758 | $3.2B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 917 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Pension consulting services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗