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

OLD National Wealth Management

unclassified
Advisory clients on the tape
2
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
2 allocators
Other roles
1 allocators
Schedule C rows
16 rows, $572,114 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Jackson Park Hospital Foundation Pension Plan202528$10,865
Wilco Automotive Retirement Plan202427INVESTMENT MANAGER$22,110
Bricklayers Union Local No. 6 of Indiana Pension F202419 28 50NONE$14,765
Jackson Park Hospital Foundation Pension Plan202428$5,917
Pension Plan of Danville Metal Stamping Co., Inc202328TRUSTEE$73,762
H.C. Duke & Son, LLC Defined Benefit Plan & Trust202327INVESTMENT ADVISOR$51,715
Wilco Automotive Retirement Plan202327INVESTMENT MANAGER$23,400
Neca Local 145 Ibew Pension Fund202328NONE$22,225
Bricklayers Union Local No. 6 of Indiana Pension F202319 28 50NONE$14,032
Jackson Park Hospital Foundation Pension Plan202328$11,172
Pension Plan of Danville Metal Stamping Co., Inc202228TRUSTEE$161,751
Neca Local 145 Ibew Pension Fund202228NONE$60,269
H.C. Duke & Son, LLC Defined Benefit Plan & Trust202227INVESTMENT ADVISOR$50,715
Wilco Automotive Retirement Plan202227INVESTMENT MANAGER$24,914
Bricklayers Union Local No. 6 of Indiana Pension F202219 28 50NONE$13,585
Jackson Park Hospital Foundation Pension Plan202228$10,917
What changed
  • Dec 31, 2024Manager relationship endedinferenceNeca Local 145 Ibew Pension Fund
    Old National Wealth Management no longer appears on Neca Local 145 Ibew Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with OLD National Wealth Managementaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferencePension Plan of Danville Metal Stamping Co., Inc
    Old National Wealth Management no longer appears on Pension Plan of Danville Metal Stamping Co., Inc's Schedule C as investment manager (plan year 2024 vs 2023)
    with OLD National Wealth Managementaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceWilco Automotive Retirement Plan
    Old National Wealth Management appears on Wilco Automotive Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with OLD National Wealth Managementaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceWilco Automotive Retirement Plan
    First Midwest Bank Trust Divison no longer appears on Wilco Automotive Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with OLD National Wealth Managementaskebsa.dol.gov