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

United Bank

unclassifiedVA
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
1 allocators
Schedule C rows
3 rows, $66,738 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Hagerstown Motor Carriers and Teamsters Pension Plan202415 19 50NONE$30,286
Laborers Pension Fund202428INVESTMENT MANAGER$26,452
Local No. 171 Pension Plan202427 50INVESTMENT CONSULTANT$10,000
What changed
No dated events.