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
Oriental Bank and Trust
unclassified
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
3 allocators
- Plan de Pensiones de Beneficios Definidos Para la Cooperativa de Seguros de Vida de Puerto Rico Trusteethrough Dec 31, 2022
- Abbott Puerto Rico Retirement Plan Trusteethrough Dec 31, 2022
- Abbvie Puerto Rico Pension Plan Trusteethrough Dec 31, 2022
Schedule C rows
9 rows, $895,084 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Abbvie Puerto Rico Pension Plan | 2024 | 21 50 | NONE | $126,584 |
| Abbott Puerto Rico Retirement Plan | 2024 | 21 50 | NONE | $55,704 |
| Plan de Pensiones de Beneficios Definidos Para la Cooperativa de Seguros de Vida de Puerto Rico | 2024 | 21 | NONE | $40,141 |
| Abbvie Puerto Rico Pension Plan | 2023 | 21 50 | NONE | $219,823 |
| Abbott Puerto Rico Retirement Plan | 2023 | 21 50 | NONE | $48,944 |
| Plan de Pensiones de Beneficios Definidos Para la Cooperativa de Seguros de Vida de Puerto Rico | 2023 | 21 | NONE | $38,248 |
| Abbvie Puerto Rico Pension Plan | 2022 | 21 50 | NONE | $280,068 |
| Abbott Puerto Rico Retirement Plan | 2022 | 21 50 | NONE | $46,664 |
| Plan de Pensiones de Beneficios Definidos Para la Cooperativa de Seguros de Vida de Puerto Rico | 2022 | 21 | NONE | $38,908 |
What changed
No dated events.