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
US Bank of Oregon
unclassified
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
2 allocators
- Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust Custodianthrough Dec 31, 2022
- Employer-Industrial Sheet Metal Workers Local 16 Pension Trust Custodianthrough Dec 31, 2022
Schedule C rows
6 rows, $89,324 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Employer-Industrial Sheet Metal Workers Local 16 Pension Trust | 2024 | 19 50 | NONE | $22,026 |
| Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust | 2024 | 18 50 | NONE | $5,423 |
| Employer-Industrial Sheet Metal Workers Local 16 Pension Trust | 2023 | 19 | INVESTMENT CUSTODIAN | $21,475 |
| Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust | 2023 | 18 50 | NONE | $5,769 |
| Employer-Industrial Sheet Metal Workers Local 16 Pension Trust | 2022 | 19 | INVESTMENT CUSTODIAN | $27,609 |
| Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust | 2022 | 18 50 | NONE | $7,022 |
What changed
No dated events.