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

Cbiz Savitz

unclassifiedMA
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
4 allocators
Schedule C rows
8 rows, $306,960 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Connecticut Health Care Associates Pension Fund202411NONE$37,250
Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund202411N/A$28,150
Connecticut Health Care Associates Pension Fund202311NONE$47,150
Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund202311N/A$25,860
Pipefitters Union Local No. 537 Pension Fund202211 50NONE$80,550
Connecticut Health Care Associates Pension Fund202211 17NONE$58,000
Boston Plasterers' & Cement Masons' Union Local 534 Pension Fund202211N/A$30,000
Plumbers Union Local No. 12 Pension202211enrolled actuary
What changed