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
Eisner Advisory Group 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
- WCI Steel/pyro/baron Retirement Plan Pension consultantthrough Dec 31, 2022 Form 5500
Other roles
4 allocators
- Elizabeth Wende Breast Care LLC Retirement Plan Actuarythrough Dec 31, 2024
- Cardiovascular Medicine, PLLC Cash Balance Plan Actuarythrough Dec 31, 2022
- UCA 2019 Pension Plan Actuarythrough Dec 31, 2022
- RGA Cash Balance Plan Actuarythrough Dec 31, 2022
Schedule C rows
10 rows, $44,046 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| WCI Steel/pyro/baron Retirement Plan | 2024 | 17 50 | CONSULTANT | $20,634 |
| UCA 2019 Pension Plan | 2024 | 11 | enrolled actuary | |
| Elizabeth Wende Breast Care LLC Retirement Plan | 2024 | 11 | enrolled actuary | |
| WCI Steel/pyro/baron Retirement Plan | 2023 | 17 50 | CONSULTANT | $12,022 |
| UCA 2019 Pension Plan | 2023 | 11 | enrolled actuary | |
| RGA Cash Balance Plan | 2023 | 11 | enrolled actuary | |
| WCI Steel/pyro/baron Retirement Plan | 2022 | 17 50 | CONSULTANT | $11,390 |
| Cardiovascular Medicine, PLLC Cash Balance Plan | 2022 | 11 | enrolled actuary | |
| UCA 2019 Pension Plan | 2022 | 11 | enrolled actuary | |
| RGA Cash Balance Plan | 2022 | 11 | enrolled actuary |
What changed
No dated events.