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

Stifel, Nicolaus and Company

unclassified
Advisory clients on the tape
5
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
5 allocators
Other roles
1 allocators
Schedule C rows
14 rows, $957,811 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Contract Cleaners Service Employees' Pension Plan202419 27 33NONE$141,918
Farm Bureau Employees' Retirement Plan202427 50INVESTMENT ADVISORY$80,000
Knape & Vogt Manufacturing Company Pension Plan202427 99INVESTMENT ADVISOR$34,545
Dematic Corp. Retirement Plan for Non-Union Employees202427 50INVESTMENT ADVISORY$20,000
Pension Plan of Centers for Youth and Families202427 99INVESTMENT ADVISORY
Burgess Pigment Company Retirement Plan202327 28NONE$145,150
Contract Cleaners Service Employees' Pension Plan202319 27 33NONE$119,203
Knape & Vogt Manufacturing Company Pension Plan202327 99INVESTMENT ADVISOR$33,299
Pension Plan of Centers for Youth and Families202327 99INVESTMENT ADVISORY
Burgess Pigment Company Retirement Plan202219 27NONE$230,704
Contract Cleaners Service Employees' Pension Plan202219 27 33NONE$119,683
Knape & Vogt Manufacturing Company Pension Plan202227 99INVESTMENT ADVISOR$33,309
Dematic Corp. Retirement Plan for Non-Union Employees202227 99INVESTMENT ADVISORY
Pension Plan of Centers for Youth and Families202227 99INVESTMENT ADVISORY
What changed