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

Kelly Appraisal Consultants Inc

unclassified

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

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

1 allocators

Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. General consultantthrough Dec 31, 2024 Form 5500

Schedule C rows

1 rows, $6,500 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.	2024	16	NONE	$6,500

What changed

Dec 31, 2024Consultant changedinferenceLocal 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.
Kelly Appraisal Consultants Inc appears on Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd.'s Schedule C as general consultant (plan year 2024 vs 2023)
with Kelly Appraisal Consultants Incaskebsa.dol.gov