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
Wellington Strategic European Equit
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
- Aramco U.S. Retirement Income Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
1 rows, $273,065 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Aramco U.S. Retirement Income Plan | 2022 | 27 40 50 51 | NONE | $273,065 |
What changed
- Wellington Strategic European Equit no longer appears on Aramco U.S. Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Wellington Strategic European Equitaskebsa.dol.gov