DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Cash Balance Plan for Partners & Sr. Staff of Stb LLP
Corporate pensionNEW York, NY
Assets
$172M
Total assets, Dec 31, 2024 reported
Funded
102.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Simpson Thacher & Bartlett LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Other investments 32.9%
- Partnership/joint venture interests 45.6%
- Registered investment companies 18.1%
- Common stock 1.9%
Consultants and advisers
2 firms
- PWC US Tax LLP Actuarythrough Dec 31, 2024 Form 5500
- PWC US Consulting LLP Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
- Thompson Street Capital Partnrs V Lplan years 2022
- Littlejohn Fund VI LPplan years 2022
- Aether Real Assets I LPplan years 2022
- Francisco Partners Agility Ii-A LPplan years 2022
- Causeway Capital Management LLCplan years 2022
- Thompson Street Capital Partners VIplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
31 readings
Investment management fees
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 174 | $170M | $162M | 102.1% | $172M | $78.4M | n/a | n/a |
| 2023 to Dec 31, 2023 | 194 | $159M | $135M | 115.2% | $170M | $94.9M | n/a | n/a |
| 2022 to Dec 31, 2022 | 195 | $183M | $138M | 129.6% | $159M | $80.3M | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Thompson Street Capital Partners VI codes 28 $40,000 PY2024
- Thompson Street Capital Partnrs V L codes 28 $18,517 PY2024
- Littlejohn Fund VI LP codes 52 PY2024
- PWC US Tax LLP codes 11 PY2024
- Thompson Street Capital Partnrs V L codes 28 $18,517 PY2023
- Littlejohn Fund VI LP codes 52 PY2023
- Thompson Street Capital Partners VI codes 28 PY2023
- Aether Real Assets I LP codes 52 PY2023
- Thompson Street Capital Partners V codes 28 PY2023
- PWC US Consulting LLP codes 11 PY2023
- Thompson Street Capital Partners VI codes 28 $55,146 PY2022
- Thompson Street Capital Partners V codes 28 $25,262 PY2022
- Francisco Partners Agility Ii-A LP codes 28 PY2022
- Causeway Multi Fund LLC Emerging Ma codes 51 PY2022
- Littlejohn Fund VI LP codes 52 PY2022
- Aether Real Assets I LP codes 52 PY2022
- PWC US Consulting LLP codes 11 PY2022
What changed
4 events
- Jan 1, 2024Funded status changedCash Balance Plan for Partners & Sr. Staff of Stb LLP funded ratio 115.2% -> 102.1% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship endedinferenceFrancisco Partners Agility Ii-A LP no longer appears on Cash Balance Plan for Partners & Sr. Staff of Stb LLP's Schedule C as investment manager (plan year 2023 vs 2022)with Francisco Partners Agility Ii-A LPaskebsa.dol.gov
- Jan 1, 2023Funded status changedCash Balance Plan for Partners & Sr. Staff of Stb LLP funded ratio 129.6% -> 115.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCash Balance Plan for Partners & Sr. Staff of Stb LLP plan assets $183M -> $159M (-13.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135395280-052
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.