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
Union Bank
unclassified
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
7 allocators
- Cement Masons Southern California Pension Trust Trusteethrough Dec 31, 2024
- Operating Engineers Pension Trust Trusteethrough Jun 30, 2023
- Sheet Metal Workers Pension Plan of Northern California Trusteethrough Dec 31, 2022
- Northern California Plastering Industry Pension Plan Custodianthrough Dec 31, 2022
- California Teachers Association Employees Retirement Benefits Plan Custodianthrough Dec 31, 2022
- SO. CA, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan Trusteethrough Dec 31, 2022
- United Brotherhood of Carpenters Pension Fund United States Segment Custodianthrough Dec 31, 2022
Schedule C rows
10 rows, $293,429 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Cement Masons Southern California Pension Trust | 2024 | 21 50 | NONE | $105,507 |
| United Brotherhood of Carpenters Pension Fund United States Segment | 2024 | 18 | NONE | $9,133 |
| SO. CA, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan | 2023 | 21 50 | NONE | $22,941 |
| United Brotherhood of Carpenters Pension Fund United States Segment | 2023 | 18 | NONE | $5,551 |
| Sheet Metal Workers Pension Plan of Northern California | 2022 | 21 50 | NONE | $49,277 |
| California Teachers Association Employees Retirement Benefits Plan | 2022 | 18 49 50 | NONE | $30,413 |
| SO. CA, Az, Co, & So. Nevada Glaziers, Architectural Metal & Glass Workers Pension Plan | 2022 | 21 50 | NONE | $29,358 |
| Operating Engineers Pension Trust | 2022 | 21 | NONE | $23,640 |
| Northern California Plastering Industry Pension Plan | 2022 | 19 21 50 | NONE | $12,051 |
| United Brotherhood of Carpenters Pension Fund United States Segment | 2022 | 18 | NONE | $5,558 |
What changed
No dated events.