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
Leeward Investments LLC
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
- Meriter Health Services Employee Retirement Plan Investment adviser (plan)Pension consultantthrough Dec 31, 2023 Form 5500
Schedule C rows
10 rows, $381,839 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Blue Cross and Blue Shield of Minnesota Pension Plan | 2024 | 28 50 51 | NONE | $39,355 |
| Meriter Health Services Employee Retirement Plan | 2024 | 27 51 | INVESTMENT ADVISORY | $9,506 |
| Blue Cross and Blue Shield of Minnesota Pension Plan | 2023 | 28 50 51 | NONE | $88,864 |
| Meriter Health Services Employee Retirement Plan | 2023 | 27 51 | INVESTMENT ADVISORY | $47,700 |
| Central Laborers' Pension Fund | 2023 | 28 68 | NONE | |
| Blue Cross and Blue Shield of Minnesota Pension Plan | 2022 | 28 50 51 | NONE | $95,154 |
| Meriter Health Services Employee Retirement Plan | 2022 | 17 50 | CONSTULTING | $37,065 |
| Blue Cross and Blue Shield of Minnesota Pension Plan | 2022 | 28 50 51 | NONE | $33,824 |
| Meriter Health Services Employee Retirement Plan | 2022 | 27 51 | INVESTMENT ADVISORY | $30,371 |
| Central Laborers' Pension Fund | 2022 | 28 68 | NONE |
What changed
- Lmcg no longer appears on Central Laborers' Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Leeward Investments LLCaskebsa.dol.gov
- LEE Munder Capital Group LLC no longer appears on Meriter Health Services Employee Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Leeward Investments LLCaskebsa.dol.gov