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
Post Advisory Group
unclassifiedCA
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
- Valero Energy Corporation Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
Other roles
1 allocators
- Insulators Local No. 96 Pension Fund Custodianthrough Dec 31, 2023
Schedule C rows
11 rows, $4.6M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Valero Energy Corporation Pension Plan | 2024 | 27 28 50 51 | NONE | $724,046 |
| Teamsters Local 639 - Employers Pension Trust Fund | 2024 | 28 51 99 | NONE | $589,613 |
| Insulators Local No. 96 Pension Fund | 2024 | 19 28 | NONE | $17,530 |
| Valero Energy Corporation Pension Plan | 2023 | 27 28 50 51 | NONE | $656,642 |
| Teamsters Local 639 - Employers Pension Trust Fund | 2023 | 28 51 | NONE | $552,862 |
| Carpenters Pension Trust Fund for Northern California | 2023 | 28 51 | NONE | $313,057 |
| Insulators Local No. 96 Pension Fund | 2023 | 19 28 | NONE | |
| Valero Energy Corporation Pension Plan | 2022 | 27 28 50 51 | NONE | $645,418 |
| Teamsters Local 639 - Employers Pension Trust Fund | 2022 | 28 51 | NONE | $564,925 |
| Carpenters Pension Trust Fund for Northern California | 2022 | 28 51 | NONE | $511,074 |
| Plumber & Pipefitters Local 693 Defined Benefit Pension Plan | 2022 | 28 52 | NONE |
What changed
- Dec 31, 2024Manager relationship endedinferenceCarpenters Pension Trust Fund for Northern CaliforniaPost Advisory Group no longer appears on Carpenters Pension Trust Fund for Northern California's Schedule C as investment manager (plan year 2024 vs 2023)with Post Advisory Groupaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferencePlumber & Pipefitters Local 693 Defined Benefit Pension PlanPost Advisory Group, LLC no longer appears on Plumber & Pipefitters Local 693 Defined Benefit Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Post Advisory Groupaskebsa.dol.gov
- Post Advisory Group appears on Insulators Local No. 96 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Post Advisory Groupaskebsa.dol.gov