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

Sageview Advisory Consulting Group

unclassified
Advisory clients on the tape
13
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
13 allocators
Schedule C rows
45 rows, $1.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Pension Plan of General Atomics202427 50NONE$110,000
Siltronic Corporation Pension Plan202427 50INV. ADVISOR$82,000
QBE Pension Equity Plan202427NONE$51,635
Retirement Income Plan of Graham Corporation202451NONE$35,000
Pension Plan of Masonicare Corporation and Its Affiliates202427 50INVESTMENT ADVISORY$34,500
Star Tribune Retirement Plan O202428NONE$31,096
Ampac Fine Chemicals LLC Pension Plan for Salaried Employees202417 27 28 50 51INVESTMENT MANAGEMENT$25,297
Dorel Juvenile Group, Inc. Pension Plan for Bargaining Unit Employees202427INVESTMENT$23,696
Southern Star Retirement Plan (non-Union)202428 51NONE$23,017
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.202427N/A$22,709
Star Tribune Retirement Plan G202428NONE$20,775
Star Tribune Retirement Plan a202428NONE$19,861
New-Indy Catawba, LLC Pension Plan202428 50INVESTMENT ADVISOR$16,250
Arclin Retirement Plan202428 50NONE$16,000
Connecticut Legal Services, Inc. Defined Benefit Pension Plan202427NONE$15,000
Ampac Fine Chemicals LLC Pension Plan for Bargaini202417 27 28 50 51INVESTMENT MANAGEMENT$12,355
Walbro LLC Uaw Local No. 9699 Pension Plan202427 50INV. ADVISORY$6,250
Southern Star Retirement Plan (union)202428 51NONE$5,780
Alto Ingredients Pekin Pension Plan202427 99INVESTMENT ADVISORY
Siltronic Corporation Pension Plan202327 50INV. ADVISOR$82,000
Pension Plan of General Atomics202327 50NONE$65,000
MCA Pension Plan - Methacrylates Division202328NONE$53,000
Dorel Juvenile Group, Inc. Pension Plan for Bargaining Unit Employees202327INVESTMENT$28,631
Denso Pension Plan202316 27 31 50INVESTMENT MANAGER$26,250
Walbro LLC Uaw Local No. 9699 Pension Plan202327 50INV. ADVISORY$25,000
Ampac Fine Chemicals LLC Pension Plan for Salaried Employees202317 27 28 50 51INVESTMENT MANAGEMENT$24,319
Pension Plan of Masonicare Corporation and Its Affiliates202327 50INVESTMENT ADVISORY$23,266
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.202327N/A$22,536
Reed Smith LLP Cash Balance Retirement Plan202316NONE$14,500
Ampac Fine Chemicals LLC Pension Plan for Bargaini202317 27 28 50 51INVESTMENT MANAGEMENT$12,237
Connecticut Legal Services, Inc. Defined Benefit Pension Plan202327NONE$11,250
Alto Ingredients Pekin Pension Plan202327 99INVESTMENT ADVISORY
Pension Plan of General Atomics202227 50NONE$100,000
Siltronic Corporation Pension Plan202227 50INV. ADVISOR$82,000
MCA Pension Plan - Methacrylates Division202228NONE$53,000
Reed Smith LLP Cash Balance Retirement Plan202216NONE$43,500
Denso Pension Plan202216 27 31 50INVESTMENT MANAGER$35,000
Walbro LLC Uaw Local No. 9699 Pension Plan202227NONE$25,000
Ampac Fine Chemicals LLC Pension Plan for Salaried Employees202217 27 28 50 51INVESTMENT MANAGEMENT$23,259
Dorel Juvenile Group, Inc. Pension Plan for Bargaining Unit Employees202227INVESTMENT$22,500
Pension Plan for Employees of Connecticut Business & Industry Assoc. Inc. Cbia Service Corp. and Cbia Education Foundation, Inc.202227N/A$22,265
Connecticut Legal Services, Inc. Defined Benefit Pension Plan202227NONE$21,250
Ampac Fine Chemicals LLC Pension Plan for Bargaini202217 27 28 50 51INVESTMENT MANAGEMENT$12,233
Pension Plan of Masonicare Corporation and Its Affiliates202227 50INVESTMENT ADVISORY$7,500
Alto Ingredients Pekin Pension Plan202227 99INVESTMENT ADVISORY
What changed
  • Dec 31, 2024Manager relationship startedArclin Retirement Plan
    Sage Advisory Group appears on Arclin Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Sageview Advisory Consulting Groupaskebsa.dol.gov
  • Dec 31, 2024Manager relationship startedSouthern Star Retirement Plan (non-Union)
    Sageview Advisory Investment appears on Southern Star Retirement Plan (non-Union)'s Schedule C as investment manager (plan year 2024 vs 2023)
    with Sageview Advisory Consulting Groupaskebsa.dol.gov
  • Dec 31, 2024Manager relationship startedStar Tribune Retirement Plan a
    Sageview Advisory Group appears on Star Tribune Retirement Plan a's Schedule C as investment manager (plan year 2024 vs 2023)
    with Sageview Advisory Consulting Groupaskebsa.dol.gov
  • Dec 31, 2024Manager relationship startedSouthern Star Retirement Plan (union)
    Sageview Advisory Investment appears on Southern Star Retirement Plan (union)'s Schedule C as investment manager (plan year 2024 vs 2023)
    with Sageview Advisory Consulting Groupaskebsa.dol.gov
  • Dec 31, 2024Manager relationship startedStar Tribune Retirement Plan O
    Sageview Advisory Group appears on Star Tribune Retirement Plan O's Schedule C as investment manager (plan year 2024 vs 2023)
    with Sageview Advisory Consulting Groupaskebsa.dol.gov
  • Dec 31, 2024Manager relationship startedStar Tribune Retirement Plan G
    Sageview Advisory Group appears on Star Tribune Retirement Plan G's Schedule C as investment manager (plan year 2024 vs 2023)
    with Sageview Advisory Consulting Groupaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinferenceReed Smith LLP Cash Balance Retirement Plan
    Sageview Advisory Group no longer appears on Reed Smith LLP Cash Balance Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Sageview Advisory Consulting Groupaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceMCA Pension Plan - Methacrylates Division
    Sageview Advisory 330818667 no longer appears on MCA Pension Plan - Methacrylates Division's Schedule C as investment manager (plan year 2024 vs 2023)
    with Sageview Advisory Consulting Groupaskebsa.dol.gov
  • Dec 31, 2024Consultant changedinferenceQBE Pension Equity Plan
    Sageview Advisory Group LLC appears on QBE Pension Equity Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Sageview Advisory Consulting Groupaskebsa.dol.gov
  • Dec 31, 2024Manager relationship startedNew-Indy Catawba, LLC Pension Plan
    Sageview Advisory appears on New-Indy Catawba, LLC Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Sageview Advisory Consulting Groupaskebsa.dol.gov