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

Futureplan by Ascensus

unclassified
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
Other roles
35 allocators
Schedule C rows
55 rows, $202,865 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Jackson Lewis P.C. Cash Balance Plan II202511enrolled actuary
Bass Cash Balance Plan202417 50NONE$55,493
Texas Oncology P.A. Cash Balance Pension Plan202411 16 50NONE$38,598
Cambridge-Lee Industries, Inc. Employees Retirement Plan202411NONE$23,300
First Financial Corporation Employees' Pension Plan202411enrolled actuary
Employees Retirement Plan of Consolidated Shoe Company, Inc.202411enrolled actuary
Hourly Employees' Pension Plan of Rollex Corporation202411enrolled actuary
Pension Plan for Employees of Chase Corporation202411enrolled actuary
Walton Electric Membership Corporation Pension Plan202411enrolled actuary
The Orthopaedic Group, P.C. Pension Plan202411enrolled actuary
Continental Motors Uaw Pension Plan202411enrolled actuary
Retirement Plan for Employees of a. Duda & Sons, Inc.202411enrolled actuary
Nesn Retirement Plan202411enrolled actuary
Southern Bank and Trust Company Pension Plan202411enrolled actuary
Space Age Fuel, Inc. Cash Balance Plan202411enrolled actuary
Miner's, Inc. Defined Benefit Pension Plan202411enrolled actuary
South Peninsula Hospital Employees Pension Plan and Trust202411enrolled actuary
Bank Independent Pension Plan202411enrolled actuary
West Florida Medical Associates, P.A. Cash Balance Pension Plan202411enrolled actuary
Wisconsin Alumni Research Foundation Pension Plan202411enrolled actuary
Sears Manufacturing Company Defined Benefit Retirement Plan202411enrolled actuary
MAG Mutual Insurance Company Defined Benefit Plan202411enrolled actuary
Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan202411enrolled actuary
Nana Regional Corporation, Inc. Employees' Pension Plan202411enrolled actuary
PCH Treatment, Inc. Defined Benefit Pension Plan202411enrolled actuary
Meadville Forging Company Uswa Pension Plan202411enrolled actuary
Bass Cash Balance Plan202317 50NONE$60,018
Cambridge-Lee Industries, Inc. Employees Retirement Plan202311NONE$12,728
Judd Wire Retirement Plan202311enrolled actuary
Dixie Chemical Company, Inc. Retirement Plan202311enrolled actuary
First Financial Corporation Employees' Pension Plan202311enrolled actuary
Retirement Plan for Employees of Halocarbon Products Corporation202311enrolled actuary
Walton Electric Membership Corporation Pension Plan202311enrolled actuary
SAN Antonio Winery, Inc. Defined Benefit Pension Plan202311enrolled actuary
Nana Regional Corporation, Inc. Employees' Pension Plan202311enrolled actuary
Cambridge-Lee Industries, Inc. Employees Retirement Plan202311enrolled actuary
Bank Independent Pension Plan202311enrolled actuary
West Florida Medical Associates, P.A. Cash Balance Pension Plan202311enrolled actuary
Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan202311enrolled actuary
Cambridge-Lee Industries, Inc. Employees Retirement Plan202211NONE$12,728
Retirement Plan for Employees of Halocarbon Products Corporation202211enrolled actuary
Bank Independent Pension Plan202211enrolled actuary
First Financial Corporation Employees' Pension Plan202211enrolled actuary
Walton Electric Membership Corporation Pension Plan202211enrolled actuary
Cambridge-Lee Industries, Inc. Employees Retirement Plan202211enrolled actuary
Jack Rubin & Sons, Inc. Defined Benefit Pension Plan202211enrolled actuary
Dixie Chemical Company, Inc. Retirement Plan202211enrolled actuary
Judd Wire Retirement Plan202211enrolled actuary
Arc3 Gases Pension Plan202211enrolled actuary
Langdale Forest Products Company Pension Plan202211enrolled actuary
Southern States, LLC Hourly Employees' Retirement Plan202211enrolled actuary
Southern States, LLC Salaried Employees' Retirement Plan202211enrolled actuary
Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan202211enrolled actuary
SAN Antonio Winery, Inc. Defined Benefit Pension Plan202211enrolled actuary
Kanzaki Specialty Papers Pension Plan202211enrolled actuary
What changed