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
Conning
unclassifiedCT
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
- Retirement Income Plan of the Conference Board, Inc. United States Staff Members Investment adviser (plan)through Jun 30, 2022 Form 5500
Schedule C rows
8 rows, $1.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Federated Mutual Retirement Plan | 2025 | 28 | NONE | $192,492 |
| Federated Mutual Retirement Plan | 2024 | 28 | NONE | $168,180 |
| Retirement Income Plan of the Conference Board, Inc. United States Staff Members | 2024 | 27 50 | NONE | $89,267 |
| The Albany Medical Center Retirement Plan | 2024 | 28 51 | NONE | $49,554 |
| The Albany Medical Center Retirement Plan | 2023 | 28 | NONE | $254,765 |
| Federated Mutual Retirement Plan | 2023 | 28 | NONE | $151,725 |
| The Albany Medical Center Retirement Plan | 2022 | 28 | NONE | $300,284 |
| Federated Mutual Retirement Plan | 2022 | 28 | NONE | $113,103 |
What changed
No dated events.