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

Ubs

unclassified
Advisory clients on the tape
5
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
5 allocators
Other roles
1 allocators
Schedule C rows
12 rows, $945,577 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
BAE Systems Employees' Retirement Plan202427 28NONE$186,910
Retirement Plan of Carilion Clinic202427 28NONE$38,622
DE Camp Bus Lines Pension Plan for Union Employees202421INVESTMENT MGR$25,208
BAE Systems Employees' Retirement Plan202327 28NONE$178,459
DE Camp Bus Lines Pension Plan for Union Employees202321INVESTMENT MGR$56,654
Retirement Plan of Carilion Clinic202327 28NONE$38,916
BAE Systems Employees' Retirement Plan202227 28NONE$279,265
DE Camp Bus Lines Pension Plan for Union Employees202221INVESTMENT MGR$69,167
Retirement Plan of Carilion Clinic202227 28NONE$45,070
BAE Systems Land & Armaments Employees Pension Plan202227 28NONE$12,106
Pension Plan for Employees of Bae Systems Controls Inc. in Participating Bargaining Units202227 28NONE$7,715
Pension Agreement Between U.D.L.P. Ground Systems Division- York and United Steel Workers of America Local Union No. 7687202227 28NONE$7,485
What changed