Calpa Advisors Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | Fewer than 5 clients | — | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Northwest Ironworkers Retirement Plan Northwest Ironworkers Retirement Plan Board Of Trustees | Mercer Island, WA | 2024 |
| Ironworkers District Council Of The Pacific Nw Field Ironworkers Annuity Trust Fund Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru | Mercer Island, WA | 2024 |
| Alaska Laborers Employers Retirement Fund Board Of Trustees, Alaska Laborers Employers Retirement Fund | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Richard Kennedy | Managing Member And Chief Compliance Officer | Nov 2021 (5y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Northwest Ironworkers Retirement Plan | Northwest Ironworkers Retirement Plan Board Of Trustees | 3,183 | $854M | 07/01/2024 |
| Ironworkers District Council Of The Pacific Nw Field Ironworkers Annuity Trust Fund | Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru | 7,218 | $594M | 07/01/2024 |
| Alaska Laborers Employers Retirement Fund | Board Of Trustees, Alaska Laborers Employers Retirement Fund | 1,694 | $658M | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/14/2026 | 901 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
- • Selection of other advisers
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 14, 2026.
View current Form ADV (SEC/IAPD) ↗