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

Citi Global Markets Inc.

unclassifiedNY
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
18 rows, $2.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Northwest Ohio Area Industries Uaw Retirement Income Plan202528NONE$40,000
Placid Refining Company Pension Plan202427RETAINED BY EMPLOYER$316,282
Willkie Farr & Gallagher LLP Partner Pension Plan202427 50 71 72NONE$279,426
Cement Masons Pension Trust Fund - Detroit and Vicinity202427 50 71NONE$38,411
Employer Local No. 375 Pension Plan202427 51NONE$35,000
Orrick, Herrington & Sutcliffe LLP Defined Benefit Plan202428 50NONE$13,600
Willkie Farr & Gallagher LLP Partner Pension Plan202327 50 71 72NONE$325,777
Placid Refining Company Pension Plan202327RETAINED BY EMPLOYER$233,860
Orrick, Herrington & Sutcliffe LLP Defined Benefit Plan202328 50NONE$97,492
Buchalter Cash Balance Pension Plan202327 50 71 72RECORDKEEPER$88,758
Employer Local No. 375 Pension Plan202327 51NONE$35,000
Cement Masons Pension Trust Fund - Detroit and Vicinity202327 50 71NONE$34,262
Willkie Farr & Gallagher LLP Partner Pension Plan202227 50 71 72INVESTMENT ADVISOR$291,422
Placid Refining Company Pension Plan202227RETAINED BY EMPLOYER$209,902
Orrick, Herrington & Sutcliffe LLP Defined Benefit Plan202228 50NONE$148,711
Wsgr Cash Balance Retirement Plan202219 27 28 50 51NONE$134,946
Cement Masons Pension Trust Fund - Detroit and Vicinity202227 50 71NONE$40,434
Employer Local No. 375 Pension Plan202227 51NONE$35,000
What changed
  • Dec 31, 2024Consultant changedinferenceBuchalter Cash Balance Pension Plan
    Citigroup Global Markets, Inc no longer appears on Buchalter Cash Balance Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
    with Citi Global Markets Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceWsgr Cash Balance Retirement Plan
    Citi Investment Management no longer appears on Wsgr Cash Balance Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Citi Global Markets Inc.askebsa.dol.gov