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
Steward Partners Investment Adv LLC
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
- Community Action Agency of South Alabama Defined Benefit Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Schedule C rows
2 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Community Action Agency of South Alabama Defined Benefit Pension Plan | 2024 | 27 99 | INVESTMENT ADVISORY | |
| Community Action Agency of South Alabama Defined Benefit Pension Plan | 2023 | 27 99 | INVESTMENT ADVISORY |
What changed
- Dec 31, 2023Consultant changedinferenceCommunity Action Agency of South Alabama Defined Benefit Pension PlanSteward Partners Investment Adv LLC appears on Community Action Agency of South Alabama Defined Benefit Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Steward Partners Investment Adv LLCaskebsa.dol.gov