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
Conrad Siegel Investment Advisors
unclassified
Advisory clients on the tape
3
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
3 allocators
- Burke & Herbert Bank & Trust Company Retirement Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- Russellville Engineered Castings Union Retirement Plan Investment adviser (plan)through Jun 30, 2023 Form 5500
- Snow Shoe Refractories, LLC Pension Plan for Hourly Employees Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocators
- Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan Actuarythrough Dec 31, 2022
Schedule C rows
8 rows, $255,333 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Russellville Engineered Castings Union Retirement Plan | 2024 | 27 38 51 | NONE | $44,179 |
| Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan | 2024 | 11 15 17 38 49 50 | NONE | $29,611 |
| Burke & Herbert Bank & Trust Company Retirement Plan | 2024 | 27 38 51 | NONE | $28,151 |
| Russellville Engineered Castings Union Retirement Plan | 2023 | 27 38 51 | NONE | $42,786 |
| Russellville Engineered Castings Union Retirement Plan | 2022 | 27 38 51 | NONE | $42,795 |
| Gabriel, Roeder, Smith & Company Holdings, Inc. Defined Benefit Pension Plan | 2022 | 11 15 17 38 49 50 | NONE | $25,807 |
| Snow Shoe Refractories, LLC Pension Plan for Hourly Employees | 2022 | 27 38 51 | NONE | $22,103 |
| Pension Plan of Children and Adult Disability and Educational Services | 2022 | 28 51 52 | NONE | $19,901 |
What changed
No dated events.