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
Grove Point Advisors, LLC
unclassifiedPA
Advisory clients on the tape
2
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
2 allocators
- ALL Ways Safe, LLC Cash Balance Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
- Centris Federal Credit Union Retirement Plan Investment adviser (plan)through Mar 31, 2023 Form 5500
Schedule C rows
4 rows, $52,590 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| ALL Ways Safe, LLC Cash Balance Pension Plan | 2024 | 27 | INVESTMENT ADVISOR | $7,660 |
| Centris Federal Credit Union Retirement Plan | 2023 | 27 99 | INVESTMENT ADVISORY | $35,000 |
| ALL Ways Safe, LLC Cash Balance Pension Plan | 2023 | 27 | INVESTMENT ADVISOR | $9,930 |
| Centris Federal Credit Union Retirement Plan | 2022 | 27 99 | INVESTMENT ADVISORY |
What changed
- Grove Point Advisors, LLC no longer appears on Centris Federal Credit Union Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Grove Point Advisors, LLCaskebsa.dol.gov