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

Franklin Templeton Private Port GP

unclassified
Advisory clients on the tape
1
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
1 allocators
Schedule C rows
5 rows, $287,975 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Atlanta Plumbers & Steamfitters Pension Fund202428 51NONE$78,118
Univest Financial Corporation Retirement Plan202427NONE$20,059
Univest Financial Corporation Retirement Plan202327NONE$5,366
Tidalhealth Pension Plan202228 51NONE$99,698
Atlanta Plumbers & Steamfitters Pension Fund202228 50NONE$84,734
What changed
  • Dec 31, 2024Manager relationship startedAtlanta Plumbers & Steamfitters Pension Fund
    Clear Bridge International appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Franklin Templeton Private Port GPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceAtlanta Plumbers & Steamfitters Pension Fund
    Clear Bridge International no longer appears on Atlanta Plumbers & Steamfitters Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Franklin Templeton Private Port GPaskebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceTidalhealth Pension Plan
    Legg Mason Private Portfolio Group no longer appears on Tidalhealth Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Franklin Templeton Private Port GPaskebsa.dol.gov