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.
Institutional manager
3d Asset Management, Inc.
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
23
filed Aug 28, 2020
ADV institutional RAUM
$206M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$603M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.34; discretionary RAUM $603M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Schedule C rows
1 rows, $17,285 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Monterey Peninsula Restaurant and Hotel Pension Fund | 2022 | 28 51 | NONE | $17,285 |
Form ADV readings
- charity clients 5 Aug 28, 2020 reported
- government clients 2 Aug 28, 2020 reported
- institutional clients 23 Aug 28, 2020 reported
- pension plan clients 16 Aug 28, 2020 reported
- raum discretionary $603M Aug 28, 2020 reported
- raum institutional $206M Aug 28, 2020 reported
- raum total $603M Aug 28, 2020 reported
What changed
- 3d Asset Management no longer appears on Monterey Peninsula Restaurant and Hotel Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with 3d Asset Management, Inc.askebsa.dol.gov