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

Amalgamated Employees Benefits Ad

unclassified
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
Schedule C rows
4 rows, $401,935 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
S.E.I.U. National Industry Pension Fund202417 50NONE$326,800
Local No. 8 Retirement Fund202412 50 51NONE$25,815
Local No. 8 Retirement Fund202312 50 51NONE$25,260
Local No. 8 Retirement Fund202212 50 51NONE$24,060
What changed
  • Dec 31, 2024Consultant changedinferenceS.E.I.U. National Industry Pension Fund
    Amalgamated Employees Benefits Ad appears on S.E.I.U. National Industry Pension Fund's Schedule C as pension consultant (plan year 2024 vs 2023)
    with Amalgamated Employees Benefits Adaskebsa.dol.gov