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

Raymond James Financial

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
Schedule C rows
7 rows, $1.1M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
U.A. Local No. 393 Defined Benefit Pension Plan202428 51NONE$368,791
Retirement Plan of Easter Seals Alabama, Inc.202427 50INVESTMENT ADVISORY$33,504
U.A. Local No. 393 Defined Benefit Pension Plan202328 51NONE$304,766
Retirement Plan of Easter Seals Alabama, Inc.202327 50INVESTMENT ADVISORY$33,430
Trimas Corporation Union Employees Pension Plan202327 50INVESTMENT ADVISOR$4,500
U.A. Local No. 393 Defined Benefit Pension Plan202228 51NONE$307,210
Trimas Corporation Union Employees Pension Plan202227 50INVESTMENT ADVISOR$18,000
What changed