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

UBS Asset Management

unclassified
Advisory clients on the tape
1
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
1 allocators
Schedule C rows
20 rows, $1.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Formosa Plastics Corporation, U.S.A. Pension Plan202417 50CONSULTING$185,000
Nyseg and Rge Pension Plan202428NONE$72,283
The United Illuminating Company Pension Plan202428NONE$42,010
CNG Pension Plan202428NONE$22,651
CMP Pension Plan202428NONE$18,587
SCG Pension Plan202428NONE$13,099
Construction Laborers Pension Trust Fund for Southern California202328 51 61 68NONE$278,188
Formosa Plastics Corporation, U.S.A. Pension Plan202328 51INV MGMT$138,750
Nyseg and Rge Pension Plan202328NONE$75,482
The United Illuminating Company Pension Plan202328NONE$31,086
CMP Pension Plan202328NONE$23,812
CNG Pension Plan202328NONE$17,798
SCG Pension Plan202328NONE$9,615
Nyseg and Rge Pension Plan202228NONE$120,530
The United Illuminating Company Pension Plan202228NONE$36,740
Retirement Income Plan for Non-Union Employees of Central Maine Power Company202228NONE$17,009
CMP Pension Plan202228NONE$10,623
CNG Pension Plan202228NONE$10,160
The Southern Connecticut Gas Company Pension Plan and Certain Other Employees202228NONE$8,289
Connecticut Natural Gas Corporation Pension Plan202228NONE$7,884
What changed