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
Other roles
5 allocators
Schedule C rows
19 rows, $2.1M direct compensation as filed
What changed
  • Dec 31, 2023Consultant changedinferenceLocal No. 171 Pension Plan
    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