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.

OCIO

PFM Asset Management LLC

OCIOprobableCRD 122141
Advisory clients on the tape
7
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
752
filed Apr 8, 2024
ADV institutional RAUM
$90B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$176B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.51; discretionary RAUM $176B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
7 allocators
Schedule C rows
31 rows, $3.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Plumbers and Pipefitters Local 520 Pension Plan202427 51NONE$320,441
U.A. Local Union No. 322 Pension Plan202428 51NONE$212,944
Mary Washington Healthcare Defined Benefit Retirement Plan202427 50INVESTMENT MANAGER$179,835
Susquehanna Laborers Combined Pension Fund202427 50NONE$148,888
Ibew Local No. 229 Pension Fund202427 51NONE$137,705
Roofers Union Local 30 Combined Pension Fund202416 50NONE$96,250
Ibew Local No. 143 Pension Plan202428 51NONE$47,959
Pension Plan of International Union of Bricklayers Allied Craftworkers, Local #15 PA202428INVESTMENT CONSULTANT$33,718
Wood Wire and Metal Lathing Ind. General Pension Plan & General Pension Fund202427NONE$20,000
Plumbers and Pipefitters Local 520 Pension Plan202327 51NONE$246,126
Mary Washington Healthcare Defined Benefit Retirement Plan202327 50INVESTMENT MANAGER$195,825
U.A. Local Union No. 322 Pension Plan202328 51NONE$191,894
143 Ibew Benefit Funds - Pension Fund202328 51NONE$183,174
Amerihealth Caritas Pension Plan202327 50 70NONE$164,351
Ibew Local No. 229 Pension Fund202327 51NONE$123,921
Susquehanna Laborers Combined Pension Fund202327 50NONE$116,697
Roofers Union Local 30 Combined Pension Fund202316 50NONE$90,750
Pension Plan of International Union of Bricklayers Allied Craftworkers, Local #15 PA202328INVESTMENT CONSULTANT$34,268
Wood Wire and Metal Lathing Ind. General Pension Plan & General Pension Fund202327NONE$20,000
Plumbers and Pipefitters Local 520 Pension Plan202227 51NONE$270,106
Woods Services, Inc. Pension Plan202212 28 50NONE$202,995
143 Ibew Benefit Funds - Pension Fund202228 51NONE$182,872
U.A. Local Union No. 322 Pension Plan202228 51NONE$179,438
Ibew Local No. 229 Pension Fund202227 51NONE$115,411
Susquehanna Laborers Combined Pension Fund202227 50NONE$104,964
Amerihealth Caritas Pension Plan202227 50 70NONE$86,231
Roofers Union Local 30 Combined Pension Fund202216NONE$85,250
Mary Washington Healthcare Defined Benefit Retirement Plan202227 50INVESTMENT MANAGER$52,913
Laborers' Local No. 1174 Pension Fund202228 51NONE$39,261
Pension Plan of International Union of Bricklayers Allied Craftworkers, Local #15 PA202228INVESTMENT CONSULTANT$32,155
Wood Wire and Metal Lathing Ind. General Pension Plan & General Pension Fund202228NONE$20,000
Form ADV readings
  • charity clients 36 Apr 8, 2024 reported
  • government clients 702 Apr 8, 2024 reported
  • institutional clients 752 Apr 8, 2024 reported
  • pension plan clients 14 Apr 8, 2024 reported
  • raum discretionary $176B Apr 8, 2024 reported
  • raum institutional $90B Apr 8, 2024 reported
  • raum total $177B Apr 8, 2024 reported
What changed
  • Dec 31, 2024Consultant changedinferenceAmerihealth Caritas Pension Plan
    PFM Asset Management LLC no longer appears on Amerihealth Caritas Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with PFM Asset Management LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceWoods Services, Inc. Pension Plan
    PFM Asset Management LLC no longer appears on Woods Services, Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with PFM Asset Management LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceLaborers' Local No. 1174 Pension Fund
    PFM Advisors no longer appears on Laborers' Local No. 1174 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with PFM Asset Management LLCaskebsa.dol.gov