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.
Institutional manager
Woodbury Financial Services, Inc.
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
305
filed Jan 19, 2024
ADV institutional RAUM
$209M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$16B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.01; discretionary RAUM $16B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- The Agrex, Inc. Pension Plan Investment adviser (plan)through Mar 31, 2023 Form 5500
Schedule C rows
1 rows, $27,500 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| The Agrex, Inc. Pension Plan | 2022 | 27 | INVESTMENT ADVISOR | $27,500 |
Form ADV readings
- charity clients 184 Jan 19, 2024 reported
- institutional clients 305 Jan 19, 2024 reported
- pension plan clients 121 Jan 19, 2024 reported
- raum discretionary $16B Jan 19, 2024 reported
- raum institutional $209M Jan 19, 2024 reported
- raum total $19B Jan 19, 2024 reported
What changed
- Woodbury Financial Services no longer appears on The Agrex, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Woodbury Financial Services, Inc.askebsa.dol.gov