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
Reynolds Securities Ltd.
unclassified
Advisory clients on the tape
4
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
4 allocators
- Elevator Division Retirement Benefit Plan Investment adviser (plan)through Oct 31, 2023 Form 5500
- Plumbers & Steamfitters Local 21 Pension Fund General consultantthrough Jun 30, 2023 Form 5500
- Pension Plan of Steamfitters Pension Fund 475 Investment adviser (plan)through Dec 31, 2022 Form 5500
- Tile Layers Union Local No. 52 NY Pension Fund Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
10 rows, $409,856 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Elevator Division Retirement Benefit Plan | 2024 | 27 | INVESTMENT ADVISOR | $45,625 |
| Tile Layers Union Local No. 52 NY Pension Fund | 2024 | 27 | NONE | $35,384 |
| Plumbers & Steamfitters Local 21 Pension Fund | 2023 | 16 51 | SERVICE PROVIDER | $55,170 |
| Elevator Division Retirement Benefit Plan | 2023 | 27 | INVESTMENT ADVISOR | $43,750 |
| Pension Plan of Steamfitters Pension Fund 475 | 2023 | 27 51 | INVESTMENT ADVISORY | $34,892 |
| Tile Layers Union Local No. 52 NY Pension Fund | 2023 | 27 | NONE | $32,970 |
| Plumbers & Steamfitters Local 21 Pension Fund | 2022 | 16 51 | SERVICE PROVIDER | $56,702 |
| Elevator Division Retirement Benefit Plan | 2022 | 27 | INVESTMENT ADVISOR | $40,000 |
| Pension Plan of Steamfitters Pension Fund 475 | 2022 | 27 51 | NONE | $34,893 |
| Tile Layers Union Local No. 52 NY Pension Fund | 2022 | 27 | NONE | $30,470 |
What changed
No dated events.