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

Loomis

unclassified
Advisory clients on the tape
2
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
2 allocators
Schedule C rows
9 rows, $300,910 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Ibew Local 716 Pension Plan202428 50NONE$72,004
Gsc-Ila Local 1303 Pension Plan202427NONE$23,724
University Hospitals Health System, Inc. Retirement Plan202327 28 50NONE$79,274
Ibew Local 716 Pension Plan202328 50INV MGMT$32,942
Gsc-Ila Local 1303 Pension Plan202327NONE$21,009
Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan202351NONE$14,775
Ibew Local No 640 & Az Chapter Neca Defined Benefit Pension Plan202251NONE$27,851
Gsc-Ila Local 1303 Pension Plan202227NONE$18,564
Ibew Local 716 Pension Plan202228 50INV MGMT$10,767
What changed