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
Burke Group / Usi Consulting Group
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
9 allocators
- Avox Systems Union Pension Plan Actuarythrough Dec 31, 2023
- Luvata Ohio, Inc. Retirement Plan Actuarythrough Dec 31, 2023
- Strippit, Inc. Pension Plan for Hourly Employees Actuarythrough Dec 31, 2023
- Retirement Income Plan of Graham Corporation Actuarythrough Dec 31, 2023
- The Pension Plan of Community Action Organization of Erie County, Inc. Actuarythrough Dec 31, 2023
- Motor Products Corporation Uaw Local 743 Pension Plan Actuarythrough Dec 31, 2023
- ST. Ann's Home for the Aged Pension Plan Actuarythrough Dec 31, 2023
- Pension Plan for Hourly Ees of Wieland Rolled Products Na Buffalo, Inc. Actuarythrough Dec 31, 2023
- Strippit, Inc. Pension Plan for Salaried Employees Actuarythrough Nov 30, 2023
Schedule C rows
9 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pension Plan for Hourly Ees of Wieland Rolled Products Na Buffalo, Inc. | 2023 | 11 | enrolled actuary | |
| Luvata Ohio, Inc. Retirement Plan | 2023 | 11 | enrolled actuary | |
| Strippit, Inc. Pension Plan for Hourly Employees | 2023 | 11 | enrolled actuary | |
| Retirement Income Plan of Graham Corporation | 2023 | 11 | enrolled actuary | |
| The Pension Plan of Community Action Organization of Erie County, Inc. | 2023 | 11 | enrolled actuary | |
| Motor Products Corporation Uaw Local 743 Pension Plan | 2023 | 11 | enrolled actuary | |
| ST. Ann's Home for the Aged Pension Plan | 2023 | 11 | enrolled actuary | |
| Avox Systems Union Pension Plan | 2023 | 11 | enrolled actuary | |
| Strippit, Inc. Pension Plan for Salaried Employees | 2022 | 11 | enrolled actuary |
What changed
No dated events.