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
United Bank
unclassifiedWV
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
- Local No. 171 Pension Plan Investment adviser (plan)through Sep 30, 2024 Form 5500
Other roles
5 allocators
- Swanson Industries, Inc. Pension Plan Trusteethrough Jun 30, 2023
- Hagerstown Motor Carriers and Teamsters Pension Plan Custodianthrough Jun 30, 2023
- West Virginia Laborers Pension Trust Fund Custodianthrough Mar 31, 2023
- United Bankshares, Inc. Pension Plan Discretionary trusteethrough Dec 31, 2022
- Unite Here Local 25 and Hotel Association of Washington, Dc Pension Plan Custodianthrough Dec 31, 2022
Schedule C rows
19 rows, $2.1M direct compensation as filed
What changed
- United Bank appears on Local No. 171 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with United Bankaskebsa.dol.gov