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.
Investment consultant
Portfolio Evaluations, Inc.
Advisory clients on the tape
8
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
226
filed Apr 4, 2022
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM n/a. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
8 allocators
- Targetbase Inc. Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Bbdo Detroit Pension and Cash Balance Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- NFO Research, Inc. Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Retirement Income Plan for the Employees of Dannon General consultantthrough Dec 31, 2022 Form 5500
- Retirement Plan for Employees of White Plains Hospital Medical Center Investment adviser (plan)through Dec 31, 2022 Form 5500
- Sheet Metal Workers' National Pension Fund Investment adviser (plan)through Dec 31, 2022 Form 5500
- Smart Local Unions and Councils Pension Fund Investment adviser (plan)through Dec 31, 2022 Form 5500
- International Painters and Allied Trades Industry Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
17 rows, $460,541 direct compensation as filed
Form ADV readings
- charity clients 16 Apr 4, 2022 reported
- government clients 6 Apr 4, 2022 reported
- institutional clients 226 Apr 4, 2022 reported
- pension plan clients 204 Apr 4, 2022 reported
What changed
- Portfolio Evaluations in appears on NFO Research, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Portfolio Evaluations, Inc.askebsa.dol.gov
- Portfolio Evaluations Inc no longer appears on Retirement Income Plan for the Employees of Dannon's Schedule C as general consultant (plan year 2023 vs 2022)with Portfolio Evaluations, Inc.askebsa.dol.gov
- Portfolio Evaluations no longer appears on NFO Research, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Portfolio Evaluations, Inc.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceRetirement Plan for Employees of White Plains Hospital Medical CenterPortfolio Evaluations Inc. no longer appears on Retirement Plan for Employees of White Plains Hospital Medical Center's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Portfolio Evaluations, Inc.askebsa.dol.gov
- Portfolio Evaluations, Inc. no longer appears on Shore Medical Center Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Portfolio Evaluations, Inc.askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceLiberty Coca-Cola Beverages and Teamsters Local #125 Pension PlanPortfolio Evaluations, Inc. no longer appears on Liberty Coca-Cola Beverages and Teamsters Local #125 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Portfolio Evaluations, Inc.askebsa.dol.gov
- Portfolio Evaluation, Inc no longer appears on Sheet Metal Workers' National Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Portfolio Evaluations, Inc.askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceInternational Painters and Allied Trades Industry Pension PlanPortfolio Evaluations Inc no longer appears on International Painters and Allied Trades Industry Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Portfolio Evaluations, Inc.askebsa.dol.gov
- Portfolio Evaluations no longer appears on Targetbase Inc. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Portfolio Evaluations, Inc.askebsa.dol.gov
- Portfolio Evaluations no longer appears on Bbdo Detroit Pension and Cash Balance Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Portfolio Evaluations, Inc.askebsa.dol.gov