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
Graystone Consulting / Morgan Stan
unclassifiedIL
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
1 allocators
- Drivers Union Local 753 Ib of T C W & H of a and Milk Dealers' Pension Trust Custodianthrough Apr 30, 2023
Schedule C rows
1 rows, $37,500 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Drivers Union Local 753 Ib of T C W & H of a and Milk Dealers' Pension Trust | 2022 | 19 27 50 71 72 | NONE | $37,500 |
What changed
- Dec 31, 2023Consultant changedinferenceDrivers Union Local 753 Ib of T C W & H of a and Milk Dealers' Pension TrustGraystone Consulting / Morgan Stan no longer appears on Drivers Union Local 753 Ib of T C W & H of a and Milk Dealers' Pension Trust's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Graystone Consulting / Morgan Stanaskebsa.dol.gov