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

Donald B Franklin Inc

unclassifiedIL
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
2 rows, $10,000 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Chicago Foundry Workers Pension Plan202317CONSULTING$5,000
Chicago Foundry Workers Pension Plan202217CONSULTING$5,000
What changed
  • Dec 31, 2024Consultant changedinferenceChicago Foundry Workers Pension Plan
    Donald B Franklin Inc no longer appears on Chicago Foundry Workers Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Donald B Franklin Incaskebsa.dol.gov