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

Financial Counselors, Inc.

unclassified
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
1 allocators
Schedule C rows
15 rows, $2.0M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Wellstar Health System, Inc. Pension Plan202428 51NONE$489,915
Carpenters Pension Trust Fund of Kansas City202419 50 52 59INVESTMENT MANAGER$150,658
Wellstar Health System, Inc. Active Employees Retirement Plan B202428 51NONE$70,035
Local Union No. 124 I. B. E. W. Pension Trust Fund202428 51NONE$69,164
Roofers Local No 20 Pension Plan202428 51INVESTMENT MANAGER$47,929
Wellstar Health System, Inc. Active Employees Retirement Plan B202328 51NONE$150,835
Carpenters Pension Trust Fund of Kansas City202328 51NONE$148,075
Wellstar Health System, Inc. Pension Plan202328 51NONE$142,360
Local Union No. 124 I. B. E. W. Pension Trust Fund202328 51NONE$81,359
Roofers Local No 20 Pension Plan202328 51INVESTMENT MANAGER$32,885
Wellstar Health System, Inc. Pension Plan202228 51NONE$200,754
Wellstar Health System, Inc. Active Employees Retirement Plan B202228 51NONE$189,338
Carpenters Pension Trust Fund of Kansas City202228 51NONE$180,531
Local Union No. 124 I. B. E. W. Pension Trust Fund202228 51NONE$47,444
Roofers Local No 20 Pension Plan202228 51INVESTMENT MANAGER$36,123
What changed