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
HUB International
unclassifiedMA
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
- Global Montello Group Corp. Pension Plan Pension consultantthrough Dec 31, 2024 Form 5500
- Global Partners LP Pension Plan Pension consultantthrough Dec 31, 2024 Form 5500
- Retirement & Benefit Plan of Guest Services, Inc. Investment adviser (plan)through Sep 26, 2024 Form 5500
- Cenveo Worldwide Limited Pension Plan Pension consultantthrough Dec 31, 2023 Form 5500
- United Way of Central Ia Retirement Plan Investment adviser (plan)through Nov 30, 2023 Form 5500
- Crescent Plastics, Inc. Employees Retirement Plan Investment adviser (plan)through Nov 14, 2023 Form 5500
- Retirement Plan for Employees of Ohio Gas Company Pension consultantthrough Jul 19, 2023 Form 5500
Other roles
12 allocators
- The Wicor Americas Group Pension Plan Actuarythrough Dec 31, 2025
- Pension Retirement Plan for the Employees of Radius Recycling Inc. and Affiliated Employers Actuarythrough Aug 31, 2025
- Sunsweet Hourly Pension Plan Actuarythrough Dec 31, 2023
- Painters Local No. 109 Pension Fund Actuarythrough Aug 31, 2023
- Groton School Defined Benefit Plan Actuarythrough Jun 30, 2023
- Mack Molding Company Retirement Plan Actuarythrough Jun 30, 2023
- Limra International Retirement Income Plan Actuarythrough Jan 1, 2023
- Pension Plan for Certain Hourly Employees of Paulo Products Company and Affiliates Actuarythrough Dec 31, 2022
- Nortek Retirement Plan Actuarythrough Dec 31, 2022
- New England Federal Credit Union Defined Benefit Plan and Trust Actuarythrough Dec 31, 2022
- The Miller Company Pension Plan Actuarythrough Dec 31, 2022
- Pension Plan for Employees of Pennichuck Corporation Actuarythrough Dec 31, 2022
Schedule C rows
43 rows, $1.1M direct compensation as filed
What changed
- BCG Pension Risk appears on Retirement & Benefit Plan of Guest Services, Inc.'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with HUB Internationalaskebsa.dol.gov
- BCG Pension Risk Consultants appears on Global Montello Group Corp. Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with HUB Internationalaskebsa.dol.gov
- BCG Pension Risk Consultants appears on Global Partners LP Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with HUB Internationalaskebsa.dol.gov
- BCG Pension Risk appears on United Way of Central Ia Retirement Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with HUB Internationalaskebsa.dol.gov
- BCG Pension Risk Consultants appears on Retirement Plan for Employees of Darr Equipment Co.'s Schedule C as investment manager (plan year 2023 vs 2022)with HUB Internationalaskebsa.dol.gov
- RPW Solutions, LLC appears on Cenveo Worldwide Limited Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with HUB Internationalaskebsa.dol.gov