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

Janney Montgomery Scott LLC

unclassifiedPA
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
Schedule C rows
16 rows, $4.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Retirement Plan for Employees of Bush Brothers & Company202428NONE$1.5M
Teamsters Local 408 Pension Plan202428 51NONE$194,512
Local No. 863 Pension Plan202428INVESTMENT MANAGEMENT$190,718
Wwec Local 863 Pension Plan202428INVESTMENT MANAGER$117,116
Maspeth Federal Savings & Loan Association Pension Trust202428INVESTMENT MANAGEMENT$30,699
The Retirement Plan for Employees of Bush Brothers & Company202328NONE$1.3M
Teamsters Local 408 Pension Plan202328 51NONE$184,607
Local No. 863 Pension Plan202328INVESTMENT MANAGEMENT$109,028
Wwec Local 863 Pension Plan202328INVESTMENT MANAGER$96,802
Maspeth Federal Savings & Loan Association Pension Trust202328INVESTMENT MANAGEMENT$30,394
Ficosa North America Corporation Pension Plan202316 53BROKER
The Retirement Plan for Employees of Bush Brothers & Company202228NONE$893,235
Teamsters Local 408 Pension Plan202228 51NONE$140,212
Wwec Local 863 Pension Plan202228INVESTMENT MANAGER$75,874
Maspeth Federal Savings & Loan Association Pension Trust202228INVESTMENT MANAGEMENT$26,810
Ficosa North America Corporation Pension Plan202216 53BROKER
What changed
  • Dec 31, 2024Consultant changedinferenceFicosa North America Corporation Pension Plan
    Janney Montgomery Scott LLC no longer appears on Ficosa North America Corporation Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)
    with Janney Montgomery Scott LLCaskebsa.dol.gov
  • Dec 31, 2023Manager relationship startedLocal No. 863 Pension Plan
    Janney Montgomery Scott LLC appears on Local No. 863 Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Janney Montgomery Scott LLCaskebsa.dol.gov