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
Gerber Taylor
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
- Retirement Plan of Murphy Oil Corporation Investment adviser (plan)through Dec 31, 2022 Form 5500
- Mtm/mata Employee Benefits Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
2 rows, $85,500 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Retirement Plan of Murphy Oil Corporation | 2022 | 27 28 50 51 52 | INVESTMENT ADVISOR | $60,500 |
| Mtm/mata Employee Benefits Plan | 2022 | 27 | ADVISOR | $25,000 |
What changed
- Gerber Taylor no longer appears on Mtm/mata Employee Benefits Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Gerber Tayloraskebsa.dol.gov
- Gerber Taylor no longer appears on Retirement Plan of Murphy Oil Corporation's Schedule C as investment manager (plan year 2023 vs 2022)with Gerber Tayloraskebsa.dol.gov