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
Ellwood Consulting
unclassifiedIL
Advisory clients on the tape
2
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
2 allocators
- Beloit Health System, Inc. Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Caleres, Inc. Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
4 rows, $303,387 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Caleres, Inc. Retirement Plan | 2023 | 27 | INVESTMENT ADVISORY | $170,343 |
| Beloit Health System, Inc. Retirement Plan | 2023 | 27 | INVESTMENT CONSULTANT | $32,203 |
| Caleres, Inc. Retirement Plan | 2022 | 27 | INVESTMENT ADVISORY | $100,841 |
| Beloit Health System, Inc. Retirement Plan | 2022 | 27 | INVESTMENT CONSULTANT |
What changed
No dated events.