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
Sentinel Plan Advisors
unclassified
Advisory clients on the tape
4
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
4 allocators
- Retirement Plan for Employees of Badger Mutual Insurance Company Investment adviser (plan)through Dec 31, 2025 Form 5500
- Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
- Security Lock Distributors, Inc. Cash Balance Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Retirement Plan for Associates and Staff Employees of Curtis, Mallet-Prevost, Colt & Mosle LLP Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
11 rows, $335,392 direct compensation as filed
What changed
- Dec 31, 2024Consultant changedinferenceRetirement Plan for Associates and Staff Employees of Curtis, Mallet-Prevost, Colt & Mosle LLPSentinel Advisors no longer appears on Retirement Plan for Associates and Staff Employees of Curtis, Mallet-Prevost, Colt & Mosle LLP's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Sentinel Plan Advisorsaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceSuffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension PlanSentinel Pension Advisors appears on Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Sentinel Plan Advisorsaskebsa.dol.gov