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
Merill Lynch, Pierce, Fenner
unclassifiedNY
Advisory clients on the tape
1
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
1 allocators
- Ohio Bricklayers Pension Plan Investment adviser (plan)through Apr 30, 2025 Form 5500
Schedule C rows
1 rows, $28,981 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ohio Bricklayers Pension Plan | 2024 | 27 50 | NONE | $28,981 |
What changed
- Merill Lynch, Pierce, Fenner appears on Ohio Bricklayers Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Merill Lynch, Pierce, Fenneraskebsa.dol.gov