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.

unclassified

Hooker & Holcombe Inc

unclassified
Advisory clients on the tape
8
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
8 allocators
Other roles
16 allocators
Schedule C rows
40 rows, $3.5M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Kaman Corporation Employees' Pension Plan202411NONE$384,340
Central National Gottesman Pension Plan202411 50NONE$215,258
The Ahlstrom Group Retirement Plan for U.S. Employees202411NONE$78,890
Pension Plan a of Healthnow NY Inc.202427 51NONE$32,410
Kaman Corporation Employees' Pension Plan202311NONE$425,840
CT Childrens Medical Ctr. Cash Balance Retirement202311NONE$212,325
Central National Gottesman Pension Plan202311 50NONE$157,427
The Ahlstrom Group Retirement Plan for U.S. Employees202311NONE$82,524
Virginia Industries Retirement Plan202311NONE$66,445
Virginia Industries Retirement Plan202327NONE$17,337
Hazen Paper Company Retirement Program202327 99INVESTMENT ADVISORY
Kaman Corporation Employees' Pension Plan202211NONE$549,585
Central National Gottesman Pension Plan202211 50NONE$170,337
CT Childrens Medical Ctr. Cash Balance Retirement202211NONE$136,347
Employees Retirement Plan of Hubbard LLC202211NONE$112,595
Iroquois Pipeline Operating Company Cash Balance Retirement Plan202227NONE$103,105
The Retirement Plan of Dime Bank202227NONE$80,122
Roller Bearing Company of America, Inc. Union Pension Plan202211ACTUARY$75,195
Organichem Corporation Retirement Plan202211NONE$75,141
Virginia Industries Retirement Plan202211NONE$50,938
The Ahlstrom Group Retirement Plan for U.S. Employees202211NONE$48,195
The Retirement Plan of Dime Bank202211NONE$47,746
Mainegeneral Health Pension Plan202211NONE$45,420
Gerber Pension Plan202211 17NONE$41,945
The Day Publishing Company Trusteed Pension Plan202211NONE$35,956
The Eastern Company Pension Plan for Hourly-Rated Employees202211NONE$33,680
Salaried Employees' Retirement Plan of the Eastern Company202211NONE$33,370
The Connecticut Water Company Employees' Retirement Plan202211NONE$31,300
Heritage Village Master Association, Inc. Retirement Income Plan202227NONE$24,238
The Retirement Plan for Employees of Thomaston Savings Bank202216 27INVESTMENT ADVISORY / CON$20,924
The Eastern Company Pension Plan for Hourly-Rated Employees202211NONE$19,420
Virginia Industries Retirement Plan202227NONE$19,234
Connecticut Legal Services, Inc. Defined Benefit Pension Plan202211NONE$18,900
Retirement Plan of First County Bank202211 50NONE$16,450
Day Kimball Hospital Retirement Income Plan202211NONE$15,380
Newtown Savings Bank Defined Benefit Pension Plan202211NONE$14,885
Heritage Village Master Association, Inc. Retirement Income Plan202211NONE$14,360
Roller Bearing Company of America, Inc. Union Pension Plan202227INVESTMENT ADVISOR$13,000
Hazen Paper Company Retirement Program202227 99INVESTMENT ADVISORY
Heritage Village Master Association, Inc. Retirement Income Plan202211enrolled actuary
What changed