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

VAN Berkom and Associates Inc

unclassified
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
13 rows, $2.0M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Ecolab Pension Plan202418 19 28 51NONE$140,020
Retirement Plan for Employees of Texas Scottish Rite Hospital for Children202428INVESTMENT MANAGER$126,244
The Albany Medical Center Retirement Plan202428 51NONE$22,023
Sprint Retirement Pension Plan202328 51NONE$327,711
Ecolab Pension Plan202318 19 28 51NONE$155,407
Retirement Plan for Employees of Texas Scottish Rite Hospital for Children202328INVESTMENT MANAGER$143,594
The Albany Medical Center Retirement Plan202328NONE$106,456
Westrock Company Consolidated Pension Plan202328 51NONE$41,578
Sprint Retirement Pension Plan202228 51NONE$256,874
Westrock Company Consolidated Pension Plan202228INVESTMENT MANAGEMENT$207,490
Ecolab Pension Plan202218 19 28 51NONE$194,741
Retirement Plan for Employees of Texas Scottish Rite Hospital for Children202228INVESTMENT MANAGER$121,926
The Albany Medical Center Retirement Plan202228NONE$107,882
What changed
  • Dec 31, 2024Manager relationship endedinferenceWestrock Company Consolidated Pension Plan
    VAN Berkom and Associates Inc. no longer appears on Westrock Company Consolidated Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with VAN Berkom and Associates Incaskebsa.dol.gov