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

Agilis Partners LLC

unclassified
Advisory clients on the tape
26
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
26 allocators
Other roles
30 allocators
Schedule C rows
156 rows, $19.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.202511 15 27 28 50NONE$104,174
Cowles Company Retirement Plan202511 50ACTUARY$92,768
NEW England Aquarium Corporation Pension Plan202511 51NONE$81,001
Seyfarth Shaw LLP Legacy Pension Plan202517NONE$33,200
Pension Plan for Employees of Coca-Cola Beverages Northeast, Inc.202411 15 27 28 50NONE$497,089
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II202411 50NONE$493,889
Pension Plan for Legacy and Lowell Employees of Coca-Cola Beverages Northeast, Inc.202411 15 27 28 50NONE$493,493
Gerber Pension Plan202411 15 17 27NONE$479,039
Legacy Greyhound Lines, Inc./amalgamated Transit Union National Local 1700 Retirement Plan202427NONE$458,550
Cbera Plan C202411 50ACTUARY$418,440
EHS - Local 153 Pension Plan202411 50NONE$412,115
Local 153-Ghi Pension Plan202411 50NONE$411,945
Vesuvius USA Corporation Pension Plan202411 27 51NONE$267,601
Retirement Income Plan for Nonbargaining Unit Employees of Young's Market Company, LLC202411 14 17NONE$250,489
Macdermid, Incorporated Employees' Pension Plan202428 50NONE$206,110
Cranston Print Works General Employees' Retirement Plan202411 13 27NONE$202,761
RWC, Inc. Bargaining Employees' Retirement Plan202411PLAN CONSULTANT$151,000
NEW England Aquarium Corporation Pension Plan202411 50NONE$150,043
Newbury Corporation Pension Plan202428 50NONE$145,144
Retirement Plan for the Employees of Blythedale Children's Hospital202427NONE$145,000
Thiele Kaolin Company Retirement Plan202411NONE$111,200
Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees202411 50NONE$94,816
Cowles Company Retirement Plan202411 13 50ACTUARY$87,315
R. W. Sidley, Inc. Employees' Retirement Plan202411 17 50NONE$84,507
Gorton's Retirement Plan202411 13 17CONSULTANT$79,286
Instrumentation Laboratory Retirement Plan202411 16NONE$57,300
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute202417NONE$53,998
Retirement Plan of Doncasters Inc. Applicable to Employees Paid in United States Dollars202428 50NONE$51,103
United Launch Alliance Pension Plan for Hourly Employees of the Space Systems Group at Harlingen202411 15 49 50NONE$50,632
Roofers Local No. 9 Pension Plan202428 51NONE$30,667
The Nassau Companies of New York Employee Pension Plan202417 50NONE$30,000
Baystate Health, Inc. Retirement Program202428 50INVESTMENT MGMT$25,000
The Retirement Plan for Graham Holdings Company202417NONE$23,000
Minneapolis Retail Meat Cutters and Food Handlers Pension Fund202417 50NONE$20,000
Sanford Health Employees' Pension Plan202417 50NONE$17,500
Bradley Corporation Pension Plan202417NONE$14,000
The Travelers Pension Plan202417 50NONE$14,000
Metallus Inc. Bargaining Unit Pension Plan202416 50$13,813
Agri-Mark Inc. Pension Plan202417 27 50$11,000
American Electric Power System Retirement Plan202328 50 51NONE$870,239
Pension Plan for Employees of Coca-Cola Beverages Northeast, Inc.202311 15 27 28 50NONE$797,310
Local 153-Ghi Pension Plan202311 50NONE$796,116
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II202311 50NONE$764,802
EHS - Local 153 Pension Plan202311 50NONE$580,819
Cbera Plan C202311ACTUARY$520,835
Retirement Income Plan for Nonbargaining Unit Employees of Young's Market Company, LLC202311 14 17NONE$425,860
Vesuvius USA Corporation Pension Plan202311 27 51NONE$335,962
Gerber Pension Plan202311 15 17NONE$301,511
Macdermid, Incorporated Employees' Pension Plan202328 50NONE$201,350
Sound Retirement Trust202317 50 70NONE$194,086
Cranston Print Works General Employees' Retirement Plan202311 15 27NONE$177,908
Legacy Greyhound Lines, Inc./amalgamated Transit Union National Local 1700 Retirement Plan202327NONE$175,700
Retirement Plan for the Employees of Blythedale Children's Hospital202327NONE$145,000
The Nassau Companies of New York Employee Pension Plan202317 50NONE$142,000
Newbury Corporation Pension Plan202328 50NONE$128,112
Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees202311 50NONE$105,800
The Bangor Publishing Company Pension Plan202311ACTUARY$83,850
R. W. Sidley, Inc. Employees' Retirement Plan202311 17 50NONE$79,842
Thiele Kaolin Company Retirement Plan202311NONE$61,975
Instrumentation Laboratory Retirement Plan202311 16NONE$60,500
Retirement Plan of Doncasters Inc. Applicable to Employees Paid in United States Dollars202328 50NONE$52,350
RWC, Inc. Bargaining Employees' Retirement Plan202311PLAN CONSULTANT$37,150
Parker Defined Benefit Pension Plan202328 50NONE$33,829
United Launch Alliance Pension Plan for Hourly Employees of the Space Systems Group at Harlingen202311 15 49 50NONE$33,454
The Defined Benefit Plan of the Institution for Savings in Newburyport202311ACTUARY$32,650
Gorton's Retirement Plan202317CONSULTANT$30,000
Roofers Local No. 9 Pension Plan202328 51NONE$30,000
The Defined Benefit Plan of Adams Community Bank202311ACTUARY$28,800
Retirement System of the American National Red Cross202328 50NONE$25,000
Sony Music Entertainment Pension Plan202328 51NONE$16,000
The Clorox Company Pension Plan202317NONE$15,500
National-Oilwell Defined Benefit Pension Plan202328 51NONE$15,000
The Travelers Pension Plan202317 50NONE$14,000
Foot Locker Retirement Plan202316NONE$13,000
Virtua Pension Equity Plan202317 50NONE$12,000
Gehl Company Retirement Income Plan B202311 50NONE$11,500
C & J Clark Company Pension Plan202316 50NONE$10,000
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II202311enrolled actuary
Pension Plan for Employees of Sm Energy Company202311enrolled actuary
Instrumentation Laboratory Retirement Plan202311enrolled actuary
The Bangor Publishing Company Pension Plan202311enrolled actuary
Retirement Income Plan for Nonbargaining Unit Employees of Young's Market Company, LLC202311enrolled actuary
Cbera Plan C202311enrolled actuary
EHS - Local 153 Pension Plan202311enrolled actuary
Local 153-Ghi Pension Plan202311enrolled actuary
Gerber Pension Plan202311enrolled actuary
The Retirement Plan for Salaried Employees & Certain Hourly Employees of American Biltrite Inc.202311enrolled actuary
United Launch Alliance Pension Plan for Hourly Employees of the Space Systems Group at Harlingen202311enrolled actuary
Retirement Plan of Doncasters Inc. Applicable to Employees Paid in United States Dollars202311enrolled actuary
Cranston Print Works General Employees' Retirement Plan202311enrolled actuary
Quincy Mutual Fire Insurance Company Retirement Plan202311enrolled actuary
Vesuvius USA Corporation Pension Plan202311enrolled actuary
Pension Plan for Employees of Coca-Cola Beverages Northeast, Inc.202311enrolled actuary
Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees202311enrolled actuary
R. W. Sidley, Inc. Employees' Retirement Plan202311enrolled actuary
Gorton's Retirement Plan202311enrolled actuary
Thiele Kaolin Company Retirement Plan202311enrolled actuary
American Electric Power System Retirement Plan202228 50 51NONE$654,111
Local 153-Ghi Pension Plan202211 51ACTUARY$573,833
Pension Plan for Employees of Coca-Cola Beverages Northeast, Inc.202211 27 28 50NONE$569,149
EHS - Local 153 Pension Plan202211 51ACTUARY$373,566
Retirement Income Plan for Nonbargaining Unit Employees of Young's Market Company, LLC202211 14 17NONE$359,722
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II202211 51ACTUARY$359,208
Vesuvius USA Corporation Pension Plan202211 27 51NONE$262,311
Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan202211 17 50 70NONE$248,583
Century Furniture, LLC Pension Plan and Trust202211 16 50NONE$212,728
Macdermid, Incorporated Employees' Pension Plan202228 50NONE$194,155
Gerber Pension Plan202211 15 17NONE$182,928
The Nassau Companies of New York Employee Pension Plan202217 50NONE$178,000
Cranston Print Works General Employees' Retirement Plan202211 15 27NONE$174,436
Cbera Plan C202211ACTUARY$161,055
United Launch Alliance Pension Plan for Hourly Employees of the Space Systems Group at Harlingen202211 15 49 50NONE$109,298
Retirement Plan for the Employees of Blythedale Children's Hospital202227NONE$108,750
Retirement Plan of Doncasters Inc. Applicable to Employees Paid in United States Dollars202228 50NONE$90,878
Newbury Corporation Pension Plan202228 50NONE$87,438
R. W. Sidley, Inc. Employees' Retirement Plan202211 17 50NONE$52,781
The Bangor Publishing Company Pension Plan202211ACTUARY$42,075
Gorton's Retirement Plan202217CONSULTANT$40,000
Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees202211 51ACTUARY$38,460
Retirement Plan for the Employees of Blythedale Children's Hospital202227NONE$36,250
Instrumentation Laboratory Retirement Plan202211 16NONE$36,100
Horizon Blue Cross Blue Shield of Nj Employees Retirement Plan II202211 17 50 70NONE$28,400
The Defined Benefit Plan of Adams Community Bank202211ACTUARY$28,205
The Defined Benefit Plan of the Institution for Savings in Newburyport202211ACTUARY$28,205
Gannett Retirement Plan202228 51NONE$18,000
L.L.BEAN, Inc. Pension Plan202217 50NONE$16,000
Metallus Inc. Bargaining Unit Pension Plan202216 50$10,773
ACH Food Companies, Inc. Employees' Pension Plan202217 50NONE$9,500
The Nemours Foundation Pension Plan202227 50NONE$9,000
Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates202217 50NONE$9,000
Retirement Plan for Employees of Carmeuse Lime, Inc. and Subsidiaries202217 50NONE$8,500
Comerica Incorporated Retirement Income Account Plan202217 50NONE$8,500
Sirva Employees Retirement Plan202217 50NONE$8,000
Retirement Income Plan of Utica Mutual Insurance Company202217 50NONE$7,000
Boys Republic Pension Plan Trust202211enrolled actuary
Retirement Income Plan for Nonbargaining Unit Employees of Young's Market Company, LLC202211enrolled actuary
Pension Plan for Employees of Coca-Cola Beverages Northeast, Inc.202211enrolled actuary
Quincy Mutual Fire Insurance Company Retirement Plan202211enrolled actuary
R. W. Sidley, Inc. Employees' Retirement Plan202211enrolled actuary
Emblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained Employees202211enrolled actuary
Local 153-Ghi Pension Plan202211enrolled actuary
Pension Plan for Employees of Sm Energy Company202211enrolled actuary
Gerber Pension Plan202211enrolled actuary
United Launch Alliance Pension Plan for Hourly Employees of the Space Systems Group at Harlingen202211enrolled actuary
Emblemhealth Services Company, LLC Employees' Retirement Plan and Trust II202211enrolled actuary
EHS - Local 153 Pension Plan202211enrolled actuary
Retirement Plan of Doncasters Inc. Applicable to Employees Paid in United States Dollars202211enrolled actuary
The Bangor Publishing Company Pension Plan202211enrolled actuary
Cbera Plan C202211enrolled actuary
The Retirement Plan for Salaried Employees & Certain Hourly Employees of American Biltrite Inc.202211enrolled actuary
What changed