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
TCW Lcg
unclassifiedCA
Advisory clients on the tape
1
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
1 allocators
- Oapi Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
7 rows, $49,638 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Oapi Retirement Plan | 2024 | 27 50 | INVESTMENT ADVISOR | $7,957 |
| Commonwealth Health Corporation Restated Retirement Plan | 2024 | 28 50 | INVESTMENT MANAGEMENT | $6,624 |
| Commonwealth Health Corporation Restated Retirement Plan | 2023 | 28 50 | INVESTMENT MANAGEMENT | $7,245 |
| Bethesda Retirement Plan | 2023 | 28 50 51 | NONE | $7,158 |
| Oapi Retirement Plan | 2023 | 27 50 | INVESTMENT ADVISOR | $6,874 |
| Oapi Retirement Plan | 2022 | 27 50 | INVESTMENT ADVISOR | $8,483 |
| Bethesda Retirement Plan | 2022 | 28 50 51 | NONE | $5,297 |
What changed
- TCW Lcg no longer appears on Bethesda Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with TCW Lcgaskebsa.dol.gov
- TCW Lcg appears on Commonwealth Health Corporation Restated Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)with TCW Lcgaskebsa.dol.gov