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

Bolton Partners Northeast, 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
16 allocators
Schedule C rows
47 rows, $513,994 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Local 73 Retirement Fund202411 50NONE$53,956
I.B.E.W. Local 241 Pension Plan202411 50NONE$50,000
Ibew Local 325 Pension Fund202411NONE$46,725
Plumbers & Steamfitters Pension Fund Local Union 373202411 51NONE$43,500
Laborers' Pension Fund of Local Union No. 186202411 50NONE$37,846
Ibew Local 325 Pension Fund202411enrolled actuary
Uiu-Newspaper Guild of Greater Philadelphia Pension Fund202411enrolled actuary
Pension Plan of Steamfitters Pension Fund 475202411enrolled actuary
Ibew Local 840 Pension Fund202411enrolled actuary
Roofers Local Union No. 22 Pension Fund202411enrolled actuary
I.B.E.W. Local #910 Pension Fund202411enrolled actuary
Ibew Local 1799 Pension Fund202411enrolled actuary
I.B.E.W. Local 241 Pension Plan202311 50NONE$55,000
Ibew Local 325 Pension Fund202311NONE$45,337
Plumbers & Steamfitters Pension Fund Local Union 373202311 51NONE$39,900
Ibew Local 1799 Pension Fund202311 50NONE$19,440
I.B.E.W. Local 490 Pension Fund202311enrolled actuary
Uiu-Newspaper Guild of Greater Philadelphia Pension Fund202311enrolled actuary
Local 73 Retirement Fund202311enrolled actuary
Ibew Local 840 Pension Fund202311enrolled actuary
Plumbers & Steamfitters Pension Fund Local Union 373202311enrolled actuary
Westchester Teamsters Local 456 Pension Fund202311enrolled actuary
Pension Plan of Steamfitters Pension Fund 475202311enrolled actuary
Ibew Local 1799 Pension Fund202311enrolled actuary
Upstate New York Engineers Pension Fund202311enrolled actuary
Ibew Local 325 Pension Fund202311enrolled actuary
I.B.E.W. Local 139 Pension Plan202311enrolled actuary
I.B.E.W. Local 241 Pension Plan202311enrolled actuary
Intl Assn of Heat & Frost Insulators & Allied Workers Local No. 26 Pension Plan202311enrolled actuary
I.B.E.W. Local #910 Pension Fund202311enrolled actuary
Ibew Local 325 Pension Fund202211NONE$38,850
Plumbers & Steamfitters Pension Fund Local Union 373202211 51NONE$38,000
I.B.E.W. Local 241 Pension Plan202211 50NONE$26,000
Ibew Local 1799 Pension Fund202211 50NONE$19,440
Ibew Local 1799 Pension Fund202211enrolled actuary
Ibew Local 325 Pension Fund202211enrolled actuary
Upstate New York Engineers Pension Fund202211enrolled actuary
Plumbers & Steamfitters Pension Fund Local Union 373202211enrolled actuary
I.B.E.W. Local 490 Pension Fund202211enrolled actuary
I.B.E.W. Local #910 Pension Fund202211enrolled actuary
I.B.E.W. Local 241 Pension Plan202211enrolled actuary
I.B.E.W. Local 139 Pension Plan202211enrolled actuary
Pension Plan of Steamfitters Pension Fund 475202211enrolled actuary
Local 73 Retirement Fund202211enrolled actuary
Westchester Teamsters Local 456 Pension Fund202211enrolled actuary
Uiu-Newspaper Guild of Greater Philadelphia Pension Fund202211enrolled actuary
Ibew Local 840 Pension Fund202211enrolled actuary
What changed
No dated events.