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

HUB Retirement & Wealth Mgmt

unclassified
Advisory clients on the tape
5
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
5 allocators
Other roles
1 allocators
Schedule C rows
11 rows, $216,149 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Woodlawn Cemetery Pension Plan202417NONE$47,500
Retirement Plan of A.A. World Services, Inc. and A.A. Grapevine, Inc.202427 50NONE$35,263
Building Service 32bj Pension Fund202417 50NONE$13,181
The Woodlawn Cemetery Pension Plan202417NONE$12,500
Pension Plan of Masonicare Corporation and Its Affiliates202427 50INVESTMENT ADVISORY$10,000
Retirement Plan of A.A. World Services, Inc. and A.A. Grapevine, Inc.202327 50NONE$31,939
Building Service 32bj Pension Fund202317 50NONE$6,607
Retirement Plan of A.A. World Services, Inc. and A.A. Grapevine, Inc.202227 50NONE$31,436
M&t Bank Corporation Pension Plan202216 50NONE$10,500
Hasler, Inc. Pension Plan202221 50NONE$9,807
Building Service 32bj Pension Fund202217 50NONE$7,416
What changed