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
Alpha Investment Consultant Group
unclassified
Advisory clients on the tape
3
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
3 allocators
- Waupaca Foundry, Inc. Salaried Employees Pension Plan General consultantthrough Dec 31, 2022 Form 5500
- Retirement Plan for Employees of the Polarware Company Investment adviser (plan)through Dec 31, 2022 Form 5500
- The Vollrath Company LLC Defined Pension Plan for Uaw Employees Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
10 rows, $113,567 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Waupaca Foundry, Inc. Salaried Employees Pension Plan | 2024 | 16 | CONSULTANTS | $25,000 |
| The Vollrath Company LLC Defined Pension Plan for Uaw Employees | 2024 | 27 | NONE | $7,996 |
| Waupaca Foundry, Inc. Salaried Employees Pension Plan | 2023 | 16 | CONSULTANTS | $25,000 |
| The Vollrath Company LLC Defined Pension Plan for Uaw Employees | 2023 | 27 | NONE | $8,035 |
| Lakeside Manufacturing, Inc. Employees' Pension Plan | 2023 | 51 | NONE | $6,000 |
| Retirement Plan for Employees of the Polarware Company | 2023 | 27 | NONE | $1,352 |
| Waupaca Foundry, Inc. Salaried Employees Pension Plan | 2022 | 16 | CONSULTANTS | $25,000 |
| The Vollrath Company LLC Defined Pension Plan for Uaw Employees | 2022 | 27 | NONE | $8,339 |
| Lakeside Manufacturing, Inc. Employees' Pension Plan | 2022 | 51 | NONE | $6,000 |
| Retirement Plan for Employees of the Polarware Company | 2022 | 27 | NONE | $845 |
What changed
No dated events.