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
Bloomberg Finance
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
- Maspeth Federal Savings & Loan Association Pension Trust Investment adviser (plan)through Sep 30, 2023 Form 5500
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc. Pension consultantthrough Dec 31, 2022 Form 5500
- Cummins Pension Plan General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
9 rows, $190,049 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Maspeth Federal Savings & Loan Association Pension Trust | 2024 | 27 | INVESTMENT ADVISOR | $32,663 |
| Cummins Pension Plan | 2024 | 16 50 | NONE KNOWN | $27,000 |
| Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc. | 2024 | 17 | CONSULTING | $6,764 |
| Maspeth Federal Savings & Loan Association Pension Trust | 2023 | 27 | INVESTMENT ADVISOR | $32,025 |
| Cummins Pension Plan | 2023 | 16 50 | NONE KNOWN | $24,660 |
| Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc. | 2023 | 17 | CONSULTING | $6,451 |
| Maspeth Federal Savings & Loan Association Pension Trust | 2022 | 27 | INVESTMENT ADVISOR | $30,115 |
| Cummins Pension Plan | 2022 | 16 50 | NONE KNOWN | $24,660 |
| Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc. | 2022 | 17 | CONSULTING | $5,711 |
What changed
No dated events.