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

Fiduciary Trust

unclassifiedNY
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
Schedule C rows
9 rows, $621,029 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan202428 51 52 68NONE$80,974
The Estee Lauder Companies Retirement Growth Account Plan202428 50 51NONE$57,298
United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan202328 51 52 68NONE$83,210
The Estee Lauder Companies Retirement Growth Account Plan202328 50 51NONE$76,692
Visiting Nurse Association in Middlesex County Pension Plan202325NONE - INVESTMENT$10,415
The Estee Lauder Companies Retirement Growth Account Plan202228 50 51NONE$118,903
Parker-Hannifin Consolidated Pension Plan - a202228 50INVESTMENT MANAGEMENT$91,059
United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan202228 51 52 68NONE$89,704
Visiting Nurse Association in Middlesex County Pension Plan202225$12,774
What changed