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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
unclassified
R••••••• C•••••• M••••••••• I•••
unclassified
Advisory clients on the tape
3
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
3 allocators
- E••••••••• P•••••• P•••• I••• 9•• Investment adviser (plan)through Sep 30, 2025 Form 5500
- R••••••••• R••••••••• E••••••• D•••••• B•••••• P••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- E••••••••• P•••••• P••• f•• U•••• E•••••••• Investment adviser (plan)through Dec 31, 2024 Form 5500
Schedule C rows
11 rows, $691,814 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| W••••••• H••••• S•••••• I••• P•••••• P••• | 2024 | 28 51 | NONE | $304,860 |
| I••••••• L•••• 4•• P•••••• P••• | 2024 | 28 51 | NONE | $113,645 |
| G•••••• P•••• C•••••• P•••••• P••• | 2024 | 28 51 | NONE | $110,932 |
| P••••••••• U•••• L•••• N•• 5•• P•••••• F••• | 2024 | 28 51 | NONE | $44,254 |
| R••••••••• R••••••••• E••••••• D•••••• B•••••• P••• | 2024 | 27 | NONE | $28,796 |
| U••• L•••• 2• • G•••• E•••• P•••••• F••• | 2024 | 28 51 | NONE | $20,589 |
| E••••••••• P•••••• P•••• I••• 9•• | 2024 | 27 | NONE | $11,370 |
| E••••••••• P•••••• P••• f•• U•••• E•••••••• | 2024 | 27 | NONE | $9,057 |
| U••• L•••• 2• • G•••• E•••• P•••••• F••• | 2023 | 28 51 | NONE | $19,642 |
| P••••••••• U•••• L•••• N•• 5•• P•••••• F••• | 2023 | 28 51 | NONE | $9,159 |
| U••• L•••• 2• • G•••• E•••• P•••••• F••• | 2022 | 28 51 | NONE | $19,510 |
What changed
- Richmond Capital Management no longer appears on Genuine Parts Company Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with R••••••• C•••••• M••••••••• I•••askebsa.dol.gov
- Pipefitters Union Local No. 537 Pension Fund first reports an interest in RMC Construction Mbs Opportunities (Richmond Capital Management, Inc.): $15M at 2025-02-28with R••••••• C•••••• M••••••••• I•••askebsa.dol.gov
- Pipefitters Union Local No. 537 Pension Fund no longer reports RCM Construction Mbs Opportunities (Richmond Capital Management, Inc.) (last held $14M at 2024-02-29; absent from the 2025-02-28 filing)with R••••••• C•••••• M••••••••• I•••askebsa.dol.gov
- Ufcw No. California Employers Joint Pension Plan first reports an interest in RCM Construction Mbs Opportunities (Richmond Capital Management, Inc.): $34M at 2024-12-31with R••••••• C•••••• M••••••••• I•••askebsa.dol.gov
- Pipefitters Union Local No. 537 Pension Fund first reports an interest in RCM Construction Mbs Opportunities (Richmond Capital Management, Inc.): $14M at 2024-02-29with R••••••• C•••••• M••••••••• I•••askebsa.dol.gov
- Richmond Capital Management appears on Pipefitters Union Local No. 537 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with R••••••• C•••••• M••••••••• I•••askebsa.dol.gov