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
Schafer Cullen Capital Management,
unclassifiedNY
Advisory clients on the tape
1
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
1 allocators
- GMP & Employers Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Schedule C rows
12 rows, $579,335 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| GMP & Employers Pension Plan | 2024 | 27 | PARTY IN INTEREST | $124,141 |
| Highmark Retirement Plan | 2024 | 28 50 | NONE | $63,552 |
| Laborers Agc Pension Trust of Montana | 2024 | 28 51 | NONE | $36,009 |
| OCE Employees' Cash Accumulation Plan | 2024 | 28 50 51 | NONE | $5,144 |
| GMP & Employers Pension Plan | 2023 | 27 | PARTY IN INTEREST | $105,176 |
| Highmark Retirement Plan | 2023 | 28 50 | NONE | $80,822 |
| Laborers Agc Pension Trust of Montana | 2023 | 28 51 | NONE | $26,892 |
| OCE Employees' Cash Accumulation Plan | 2023 | 28 50 51 | NONE | $10,821 |
| Highmark Retirement Plan | 2022 | 28 50 | NONE | $85,237 |
| Laborers Agc Pension Trust of Montana | 2022 | 28 51 | NONE | $22,186 |
| Jacobs Consolidated Pension Plan | 2022 | 28 51 | INVESTMENT MANAGEMENT | $11,872 |
| OCE Employees' Cash Accumulation Plan | 2022 | 28 50 51 | NONE | $7,483 |
What changed
- Schafer Cullen Capital Management no longer appears on Jacobs Consolidated Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Schafer Cullen Capital Management,askebsa.dol.gov
- Schafer Cullen Capital Management, appears on GMP & Employers Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Schafer Cullen Capital Management,askebsa.dol.gov