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
Salem Trust Company
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
2 allocators
- Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan Custodianthrough Dec 31, 2023
- Iron Workers Local #397 Pension Fund Custodianthrough Dec 31, 2022
Schedule C rows
5 rows, $45,352 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Iron Workers Local #397 Pension Fund | 2024 | 19 51 | CUSTODIAN | $9,897 |
| Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan | 2024 | 19 | NONE | $6,334 |
| Iron Workers Local #397 Pension Fund | 2023 | 19 51 | CUSTODIAN | $10,811 |
| Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan | 2023 | 19 | NONE | $7,575 |
| Iron Workers Local #397 Pension Fund | 2022 | 19 51 | CUSTODIAN | $10,735 |
What changed
No dated events.