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

Bolton Partners, Inc.

unclassifiedMD
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
1
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
2 allocators
Other roles
40 allocators
Schedule C rows
165 rows, $4.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Westchester Teamsters Local 456 Pension Fund202511enrolled actuary
Defined Benefit Pension Plan of Curative Care Network, Inc.202411 15 17 38 50NONE$306,896
Pennsylvania State Education Association Pension Plan202411 50NONE$104,915
Pension Plan for Members of the Bargaining Unit of Greater Baltimore Medical Center202411N/A$97,979
Operating Engineers Local No 37 Pension Fund202411NONE$90,582
Truck Drivers & Helpers Local Union No. 355 Retirement Plan202411 50ACTUARY$88,343
Carpenters Local No 491 Pension Plan202411 17NONE$71,193
Cumberland, MD & Vicinity Building & Construction Employees Trust Fund202411 50NONE$62,914
Ironworkers-Laborers Pension Plan of Cumberland MD202411 50NONE$59,063
Operating Engineers Pension Trust Fund of Washington D.C. and Vicinity202411 50NONE$56,063
Washington Dc Cement Masons' Pension Fund202411NONE$55,767
Transtar, LLC Pension Plan202427 28 51NONE$53,182
Ironworkers 568 Retirement Plan202411 50NONE$51,470
Cumberland MD Teamsters Const. Ind. & Misc. Pension Fund202411 50NONE$46,829
Asbestos Workers L 24 Pen Fd Def Benefit Plan202411 50NONE$45,752
Int'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund202411 50SERVICE PROVIDER$43,238
Pension Plan of Steamfitters Pension Fund 475202411 50ACTUARIAL CONSULTANT$43,000
Waterfront Warehouses Local No. 1429 Pension Fund202411 50NONE$42,168
Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund202411 17 50NONE$32,174
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund202411 50NONE$30,000
Intl Assn of Heat & Frost Insulators & Allied Workers Local No. 26 Pension Plan202411 50NONE$28,313
Warehouse Employees Local No. 570 Pension Fund202411NONE$25,218
Ibew Local 1799 Pension Fund202411 50NONE$21,940
Laborers' District Council Pension Fund for Baltim202411NONE$21,271
Bakery and Sales Drivers' Local 33 Partitioned Pen202411 50NONE$17,870
Consolidated Asset Management Services Pension Plan202411 50NONE
Ironworkers 568 Retirement Plan202411enrolled actuary
Laborers' District Council Pension Fund for Baltim202411enrolled actuary
Operating Engineers Pension Trust Fund of Washington D.C. and Vicinity202411enrolled actuary
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund202411enrolled actuary
The Wistar Institute of Anatomy and Biology Technical and Support Personnel Pension Plan202411enrolled actuary
Plumbers & Steamfitters Pension Fund Local Union 373202411enrolled actuary
Operating Engineers Local No 37 Pension Fund202411enrolled actuary
Upstate New York Engineers Pension Fund202411enrolled actuary
Westchester Teamsters Local 456 Pension Fund202411enrolled actuary
Transtar, LLC Pension Plan202411enrolled actuary
I.B.E.W. Local 241 Pension Plan202411enrolled actuary
I.B.E.W. Local 139 Pension Plan202411enrolled actuary
Washington Dc Cement Masons' Pension Fund202411enrolled actuary
United Association Local 7 Pension Plan202411enrolled actuary
Asbestos Workers Syracuse Pension Fund202411enrolled actuary
United Association Plumbers Local 773 Pension Plan202411enrolled actuary
Consolidated Asset Management Services Pension Plan202411enrolled actuary
Pennsylvania State Education Association Pension Plan202411enrolled actuary
Truck Drivers & Helpers Local Union No. 355 Retirement Plan202411enrolled actuary
Sheet Metal Workers' Local 46 Pension Fund202411enrolled actuary
Int'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund202411enrolled actuary
Carpenters Local No 491 Pension Plan202411enrolled actuary
Pension Plan for Members of the Bargaining Unit of Greater Baltimore Medical Center202411enrolled actuary
Intl Assn of Heat & Frost Insulators & Allied Workers Local No. 26 Pension Plan202411enrolled actuary
Asbestos Workers L 24 Pen Fd Def Benefit Plan202411enrolled actuary
Ibew Local No. 236 Pension Plan202411enrolled actuary
International Association of Firefighters Staff Representatives Pension Plan202411enrolled actuary
International Association of Firefighters Employees Pension Plan202411enrolled actuary
Cumberland MD Teamsters Const. Ind. & Misc. Pension Fund202411enrolled actuary
Ironworkers-Laborers Pension Plan of Cumberland MD202411enrolled actuary
Warehouse Employees Local No. 570 Pension Fund202411enrolled actuary
Waterfront Warehouses Local No. 1429 Pension Fund202411enrolled actuary
Cumberland, MD & Vicinity Building & Construction Employees Trust Fund202411enrolled actuary
Laborers' Pension Fund of Local Union No. 186202411enrolled actuary
Local 73 Retirement Fund202411enrolled actuary
Pension Plan for Members of the Bargaining Unit of Greater Baltimore Medical Center202311N/A$194,747
Miriam Osborn Memorial Home Association Retirement Income Plan202328NONE$180,470
Consolidated Asset Management Services Pension Plan202311 50NONE$131,179
Cumberland MD Teamsters Const. Ind. & Misc. Pension Fund202311 50NONE$103,775
Ironworkers-Laborers Pension Plan of Cumberland MD202311 50NONE$102,924
Truck Drivers & Helpers Local Union No. 355 Retirement Plan202311 50ACTUARY$99,863
Washington Dc Cement Masons' Pension Fund202311NONE$98,367
Defined Benefit Pension Plan of Curative Care Network, Inc.202311 15 17 38 50NONE$95,493
Warehouse Employees Local No. 570 Pension Fund202311NONE$76,284
Operating Engineers Local No 37 Pension Fund202311NONE$75,634
Pennsylvania State Education Association Pension Plan202311 50NONE$74,632
Carpenters Local No 491 Pension Plan202311 17NONE$67,317
Cumberland, MD & Vicinity Building & Construction Employees Trust Fund202311 50NONE$60,306
Asbestos Workers L 24 Pen Fd Def Benefit Plan202311 50NONE$57,078
Operating Engineers Pension Trust Fund of Washington D.C. and Vicinity202311 50NONE$53,475
Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund202311 17 50NONE$50,105
Ironworkers 568 Retirement Plan202311 50NONE$45,184
Pension Plan of Steamfitters Pension Fund 475202311 50ACTUARIAL CONSULTANT$41,000
Waterfront Warehouses Local No. 1429 Pension Fund202311 50NONE$39,223
Int'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund202311 50SERVICE PROVIDER$37,258
Laborers' District Council Pension Fund for Baltim202311NONE$29,562
Intl Assn of Heat & Frost Insulators & Allied Workers Local No. 26 Pension Plan202311 50NONE$27,500
Pension Plan for Members of the Bargaining Unit of Greater Baltimore Medical Center202311enrolled actuary
Warehouse Employees Local No. 570 Pension Fund202311enrolled actuary
Transtar, LLC Pension Plan202311enrolled actuary
Laborers' Pension Fund of Local Union No. 186202311enrolled actuary
Waterfront Warehouses Local No. 1429 Pension Fund202311enrolled actuary
Int'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund202311enrolled actuary
The Wistar Institute of Anatomy and Biology Technical and Support Personnel Pension Plan202311enrolled actuary
Brotherhood of Locomotive Engineers and Trainmen Long Island Pension Fund202311enrolled actuary
Laborers' District Council Pension Fund for Baltim202311enrolled actuary
Operating Engineers Local No 37 Pension Fund202311enrolled actuary
Cumberland MD Teamsters Const. Ind. & Misc. Pension Fund202311enrolled actuary
Asbestos Workers Syracuse Pension Fund202311enrolled actuary
Truck Drivers & Helpers Local Union No. 355 Retirement Plan202311enrolled actuary
Washington Dc Cement Masons' Pension Fund202311enrolled actuary
Ironworkers 568 Retirement Plan202311enrolled actuary
Ironworkers-Laborers Pension Plan of Cumberland MD202311enrolled actuary
Operating Engineers Pension Trust Fund of Washington D.C. and Vicinity202311enrolled actuary
Roofers Local Union No. 22 Pension Fund202311enrolled actuary
Sheet Metal Workers' Local 46 Pension Fund202311enrolled actuary
Cumberland, MD & Vicinity Building & Construction Employees Trust Fund202311enrolled actuary
Defined Benefit Pension Plan of Curative Care Network, Inc.202311enrolled actuary
Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund202311enrolled actuary
United Association Local 7 Pension Plan202311enrolled actuary
International Association of Firefighters Employees Pension Plan202311enrolled actuary
Carpenters Local No 491 Pension Plan202311enrolled actuary
International Association of Firefighters Staff Representatives Pension Plan202311enrolled actuary
Consolidated Asset Management Services Pension Plan202311enrolled actuary
Pennsylvania State Education Association Pension Plan202311enrolled actuary
Asbestos Workers L 24 Pen Fd Def Benefit Plan202311enrolled actuary
United Association Plumbers Local 773 Pension Plan202311enrolled actuary
Ibew Local No. 236 Pension Plan202311enrolled actuary
Pension Plan for Members of the Bargaining Unit of Greater Baltimore Medical Center202211N/A$187,542
Truck Drivers & Helpers Local Union No. 355 Retirement Plan202211 50ACTUARY$120,504
Warehouse Employees Local No. 570 Pension Fund202211NONE$101,730
Operating Engineers Local No 37 Pension Fund202211NONE$95,566
Washington Dc Cement Masons' Pension Fund202211 50NONE$84,598
Laborers' Pension Fund of Local Union No. 186202211$64,121
Carpenters Local No 491 Pension Plan202211 17NONE$61,875
Defined Benefit Pension Plan of Curative Care Network, Inc.202211 15 17 38 50NONE$60,173
Operating Engineers Pension Trust Fund of Washington D.C. and Vicinity202211 50NONE$56,717
Cumberland, MD & Vicinity Building & Construction Employees Trust Fund202211 50NONE$56,627
Ironworkers-Laborers Pension Plan of Cumberland MD202211 50NONE$49,206
Asbestos Workers L 24 Pen Fd Def Benefit Plan202211 50NONE$47,864
Pennsylvania State Education Association Pension Plan202211 50NONE$46,370
Intl Assn of Heat & Frost Insulators & Allied Workers Local No. 26 Pension Plan202211 50NONE$45,500
Ironworkers 568 Retirement Plan202211 50NONE$44,112
Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund202211 17 50NONE$44,068
Waterfront Warehouses Local No. 1429 Pension Fund202211 50NONE$42,162
Laborers' District Council Pension Fund for Baltim202211NONE$37,559
Pension Plan of Steamfitters Pension Fund 475202211 50NONE$37,500
Int'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund202211 50SERVICE PROVIDER$35,627
Cumberland MD Teamsters Const. Ind. & Misc. Pension Fund202211 50NONE$33,536
Bakery and Sales Drivers' Local 33 Partitioned Pen202217 50SERVICE PROVIDER$1,789
Int'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund202211enrolled actuary
Sheet Metal Workers' Local 46 Pension Fund202211enrolled actuary
Washington Dc Cement Masons' Pension Fund202211enrolled actuary
Cumberland, MD & Vicinity Building & Construction Employees Trust Fund202211enrolled actuary
Intl Assn of Heat & Frost Insulators & Allied Workers Local No. 26 Pension Plan202211enrolled actuary
Operating Engineers Pension Trust Fund of Washington D.C. and Vicinity202211enrolled actuary
United Association Local 7 Pension Plan202211enrolled actuary
Cumberland MD Teamsters Const. Ind. & Misc. Pension Fund202211enrolled actuary
Pension Plan for Members of the Bargaining Unit of Greater Baltimore Medical Center202211enrolled actuary
Defined Benefit Pension Plan of Curative Care Network, Inc.202211enrolled actuary
Ironworkers-Laborers Pension Plan of Cumberland MD202211enrolled actuary
Carpenters Local No 491 Pension Plan202211enrolled actuary
Ironworkers 568 Retirement Plan202211enrolled actuary
Asbestos Workers L 24 Pen Fd Def Benefit Plan202211enrolled actuary
What changed