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
Kestra Advisory Services
unclassified
Advisory clients on the tape
7
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
7 allocators
- Grede Wisconsin LLC Retirement Income Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
- Spencer Savings Bank, Sla Employees' Pension Plan Investment adviser (plan)through Oct 8, 2023 Form 5500
- RET Inc Plan for Ees of the Knapheide Mfg Co. Local 822 Pension consultantthrough Jan 30, 2023 Form 5500
- Doctors Community Hospital Cash Balance Pension Plan and Trust General consultantthrough Dec 31, 2022 Form 5500
- Dynacast Inc. Employees' Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- ITS Technologies & Logistics, LLC Employees Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Massachusetts Society for the Prevention of Cruelty to Animals Employees' Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocators
- Local 150 Hotel and Industry Pension Plan Custodianthrough Dec 31, 2022
Schedule C rows
18 rows, $382,221 direct compensation as filed
What changed
- Kestra Advisory Services, LLC appears on Spencer Savings Bank, Sla Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Kestra Advisory Servicesaskebsa.dol.gov
- Kestra Advisory Services no longer appears on Dynacast Inc. Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Kestra Advisory Servicesaskebsa.dol.gov
- Kestra Advisory Services, LLC no longer appears on Spencer Savings Bank, Sla Employees' Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Kestra Advisory Servicesaskebsa.dol.gov
- Kestra Advisory Services no longer appears on ITS Technologies & Logistics, LLC Employees Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Kestra Advisory Servicesaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceMassachusetts Society for the Prevention of Cruelty to Animals Employees' Retirement PlanKestra Advisory Services, LLC no longer appears on Massachusetts Society for the Prevention of Cruelty to Animals Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Kestra Advisory Servicesaskebsa.dol.gov
- Kestra Advisory Services appears on Grede Wisconsin LLC Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Kestra Advisory Servicesaskebsa.dol.gov