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.
Institutional manager
Pension Fund Evaluations
Advisory clients on the tape
4
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
20
filed Mar 28, 2024
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM n/a. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
4 allocators
- SAN Mateo Hotel Employees & Restaurant Employees Pension Fund Investment adviser (plan)through Dec 31, 2023 Form 5500
- Monterey Peninsula Restaurant and Hotel Pension Fund Investment adviser (plan)through Jul 31, 2023 Form 5500
- I.B.E.W. Local 490 Pension Fund Investment adviser (plan)through May 31, 2023 Form 5500
- Plumbers & Fitters Local Union 295 Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
9 rows, $206,175 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Monterey Peninsula Restaurant and Hotel Pension Fund | 2024 | 28 51 | NONE | $28,500 |
| SAN Mateo Hotel Employees & Restaurant Employees Pension Fund | 2024 | 27 | NONE | $21,500 |
| Plumbers & Fitters Local Union 295 Pension Plan | 2024 | 27 50 | NONE | $20,000 |
| Monterey Peninsula Restaurant and Hotel Pension Fund | 2023 | 28 51 | NONE | $35,625 |
| SAN Mateo Hotel Employees & Restaurant Employees Pension Fund | 2023 | 27 | NONE | $21,500 |
| Plumbers & Fitters Local Union 295 Pension Plan | 2023 | 27 50 | NONE | $20,000 |
| Monterey Peninsula Restaurant and Hotel Pension Fund | 2022 | 27 50 | NONE | $27,250 |
| Plumbers & Fitters Local Union 295 Pension Plan | 2022 | 27 50 | NONE | $19,550 |
| I.B.E.W. Local 490 Pension Fund | 2022 | 27 51 | NONE | $12,250 |
Form ADV readings
- institutional clients 20 Mar 28, 2024 reported
- pension plan clients 20 Mar 28, 2024 reported
What changed
- Pension Fund Evaluations, Inc. no longer appears on I.B.E.W. Local 490 Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Pension Fund Evaluationsaskebsa.dol.gov