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
Parametric Portfolio Associates
unclassifiedWA
Advisory clients on the tape
2
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
2 allocators
- Astoria Generating Company, LP Retirement Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
- The Kinetic Group, Inc. Pension and Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $138,075 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Astoria Generating Company, LP Retirement Plan | 2024 | 27 50 | NONE | $19,162 |
| Astoria Generating Company, LP Retirement Plan | 2023 | 27 50 | NONE | $12,870 |
| The Kinetic Group, Inc. Pension and Retirement Plan | 2022 | 27 | NONE | $106,043 |
What changed
- Parametric Portfolio Associates appears on Astoria Generating Company, LP Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Parametric Portfolio Associatesaskebsa.dol.gov
- Parametric Portfolio Associates no longer appears on The Kinetic Group, Inc. Pension and Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Parametric Portfolio Associatesaskebsa.dol.gov