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
Southern Benefit Administrators
unclassifiedTN
Advisory clients on the tape
14
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
14 allocators
- Florida Trowel Trades Pension Trust Fund General consultantthrough Dec 31, 2024 Form 5500
- Tri-State Carpenters and Joiners Pension Trust Fund General consultantthrough Dec 31, 2024 Form 5500
- Sheet Metal Workers Local 85 Pension Fund General consultantPension consultantthrough Dec 31, 2024 Form 5500
- NEW Orleans Electrical Pension Fund General consultantPension consultantthrough Dec 31, 2023 Form 5500
- Carpenters & Millwrights of Houston Vicinity Pension Fund General consultantthrough Jun 30, 2023 Form 5500
- International Association of Bridge, Structural, Ornamental & Reinforcing Ironworkers L.U. No. 79 Pension Fund General consultantthrough Apr 30, 2023 Form 5500
- Tennessee/north Carolina Carpenters and Millwrights Pension Fund General consultantthrough Apr 30, 2023 Form 5500
- Plumbers & Pipefitters Local Union No. 572 Pension Fund General consultantthrough Mar 31, 2023 Form 5500
- Plumbers Local Union No. 17 Pension Plan General consultantthrough Mar 31, 2023 Form 5500
- Tidewater Electrical Industry Pension Fund General consultantthrough Dec 31, 2022 Form 5500
- Plumbers & Steamfitters Local 150 Pension Fund Pension consultantthrough Dec 31, 2022 Form 5500
- Ironworkers Local Union No. 167 Pension Plan General consultantthrough Dec 31, 2022 Form 5500
- Sheet Metal Workers Local No. 177 Pension Fund General consultantthrough Dec 31, 2022 Form 5500
- Insulators Local No. 96 Pension Fund General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
36 rows, $3.6M direct compensation as filed
What changed
- Southern Benefit Administrators appears on Tri-State Carpenters and Joiners Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Southern Benefit Administratorsaskebsa.dol.gov
- Southern Benefit Administrators appears on Florida Trowel Trades Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Southern Benefit Administratorsaskebsa.dol.gov