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
NEW England Pension Consultants
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
- Southern California Pipe Trades Retirement Fund Investment adviser (plan)through Dec 31, 2024 Form 5500
- Dimensions Health Corporation Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
2 rows, $1.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Southern California Pipe Trades Retirement Fund | 2024 | 27 50 | NONE | $1.3M |
| Dimensions Health Corporation Pension Plan | 2022 | 27 50 | NONE | $14,237 |
What changed
- NEW England Pension Consultants appears on Southern California Pipe Trades Retirement Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with NEW England Pension Consultantsaskebsa.dol.gov
- New England Pension Consultants LLC no longer appears on Dimensions Health Corporation Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with NEW England Pension Consultantsaskebsa.dol.gov