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

Strategic Capital Inv Advisors

unclassified
Advisory clients on the tape
28
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
28 allocators
Other roles
1 allocators
Schedule C rows
85 rows, $7.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Midwest Pension Plan202527NONE$60,000
FOX Valley & Vicinity Construction Workers Pension Fund202427 50NONE$217,436
Plumbers & Pipefitters Local 172 Pension Fund202427 50NONE$191,011
Pipe Fitters Retirement Fund, Local 597202427NONE$181,500
Automobile Mechanics' Local No. 701 Pension Fund202416NONE$152,600
Administrative District Council 1 Pension Fund202427NONE$133,542
Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan202427 50NONE$119,961
Plumbers & Pipefitters Local Unions 502 & 633 Pens202427 50NONE$119,014
Sheet Metal Workers Local 224 Pension Fund202427 50NONE$116,151
Structural Iw Local #1 Pension Plan202427NONE$115,500
Seiu Local 1 & Participating Employers Pension Trust202427NONE$104,875
U.F.C.W. District Union Local Two & Employers Pension Fund202427NONE$102,625
Chicago Area Ib of T Pension Trust Fund202427NONE$100,000
Teamsters Local Union No. 727 Pension Plan202427NONE$99,999
International Assoc of Heat and Frost Insulators Local 17 Pension Fund202427NONE$95,000
Local Union 212 Ibew Pension Trust Fund202427NONE$92,013
Plumbers and Steamfitters Local 102 Pension Plan202428 51NONE$87,844
Plumbers and Pipefitters Local Union No 333 Pension Fund202417 27 50NONE$78,100
Ibew Local 150 Pension Plan202427NONE$70,833
Soft Drink Industry Pension Fund202427NONE$70,000
Local 73 Retirement Fund202416 50NONE$68,750
Painters District Council No. 30 Pension Fund202427 50NONE$68,000
Electrical Construction Industry Pension Plan202421NONE$66,688
Flint Plumb & Pipe Pension Fun202416 27 50NONE$66,192
Rockford Pipe Trades Industry Pension Fund202427NONE$54,250
Ctdu - Pension Fund202427NONE$40,000
Roofers Local No. 75 Pension Fund202427 51NONE$37,688
Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597202427NONE$33,500
Studio Mechanics Local 476 Iatse Retirement Plan202427 50INVESTMENT ADVISOR$29,000
Association of Equipment Manufacturers Pension Plan202427NONE$14,652
FOX Valley & Vicinity Construction Workers Pension Fund202327 50NONE$249,271
Pipe Fitters Retirement Fund, Local 597202327NONE$174,500
Plumbers & Pipefitters Local 172 Pension Fund202327 50NONE$172,034
Administrative District Council 1 Pension Fund202327NONE$152,708
Automobile Mechanics' Local No. 701 Pension Fund202316NONE$145,000
Structural Iw Local #1 Pension Plan202327NONE$118,700
Plumbers & Pipefitters Local Unions 502 & 633 Pens202327 50NONE$117,468
Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan202317 27 50NONE$116,682
Sheet Metal Workers Local 224 Pension Fund202327 50NONE$109,393
Seiu Local 1 & Participating Employers Pension Trust202327NONE$101,750
U.F.C.W. District Union Local Two & Employers Pension Fund202327NONE$100,000
Chicago Area Ib of T Pension Trust Fund202327NONE$100,000
International Assoc of Heat and Frost Insulators Local 17 Pension Fund202327NONE$91,000
Local Union 212 Ibew Pension Trust Fund202327NONE$87,107
Plumbers and Pipefitters Local Union No 333 Pension Fund202317 27 28 50 72NONE$76,575
Flint Plumb & Pipe Pension Fun202316 27 50NONE$65,663
Electrical Construction Industry Pension Plan202321NONE$65,313
Painters District Council No. 30 Pension Fund202327 50NONE$65,000
Soft Drink Industry Pension Fund202327NONE$64,167
Rockford Pipe Trades Industry Pension Fund202327NONE$51,250
Teamsters Local Union No. 727 Pension Plan202327NONE$41,667
Ctdu - Pension Fund202327NONE$40,000
Plumbers and Steamfitters Local 102 Pension Plan202328 51NONE$35,150
Local 73 Retirement Fund202316 50NONE$33,750
Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597202327NONE$33,500
Roofers Local No. 75 Pension Fund202327 50NONE$31,809
Association of Equipment Manufacturers Pension Plan202327NONE$21,756
Ibew Local 150 Pension Plan202327NONE$21,250
Studio Mechanics Local 476 Iatse Retirement Plan202327 50INVESTMENT ADVISOR$21,000
FOX Valley & Vicinity Construction Workers Pension Fund202227 50NONE$176,374
Plumbers & Pipefitters Local 172 Pension Fund202227 50NONE$170,116
Pipe Fitters Retirement Fund, Local 597202227NONE$163,875
Automobile Mechanics' Local No. 701 Pension Fund202216NONE$137,500
Plumbers & Pipefitters Local Unions 502 & 633 Pens202216 50NONE$127,319
Plumbers and Steamfitters Local 102 Pension Plan202228 51NONE$123,766
Plumbers Pipe Fitters & Mechanical Equipment Service Local Union No. 392 Pension Plan202217 27 50NONE$112,793
Sheet Metal Workers Local 224 Pension Fund202227 50NONE$111,132
Structural Iw Local #1 Pension Plan202227NONE$110,500
Administrative District Council 1 Pension Fund202227NONE$106,875
Chicago Area Ib of T Pension Trust Fund202227NONE$100,000
Seiu Local 1 & Participating Employers Pension Trust202227NONE$98,750
International Assoc of Heat and Frost Insulators Local 17 Pension Fund202227NONE$84,000
U.F.C.W. District Union Local Two & Employers Pension Fund202227NONE$83,500
Local Union 212 Ibew Pension Trust Fund202227NONE$83,160
Plumbers and Pipefitters Local Union No 333 Pension Fund202217 27 50NONE$75,075
Local 73 Retirement Fund202216 50NONE$73,932
Flint Plumb & Pipe Pension Fun202216 27 50NONE$64,847
Electrical Construction Industry Pension Plan202221NONE$64,063
Painters District Council No. 30 Pension Fund202227 50NONE$53,750
Rockford Pipe Trades Industry Pension Fund202227NONE$47,125
Ctdu - Pension Fund202217NONE$40,000
Roofers Local No. 75 Pension Fund202227 50NONE$31,620
Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597202227NONE$30,313
Studio Mechanics Local 476 Iatse Retirement Plan202227 50INVESTMENT ADVISOR$25,500
Association of Equipment Manufacturers Pension Plan202227NONE$21,978
What changed
  • Dec 31, 2025Consultant changedinferenceMidwest Pension Plan
    Strategic Capital Advisors, Inc. appears on Midwest Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)
    with Strategic Capital Inv Advisorsaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceIbew Local 150 Pension Plan
    Strategic Capital Investment Adviso appears on Ibew Local 150 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Strategic Capital Inv Advisorsaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceTeamsters Local Union No. 727 Pension Plan
    Strategic Capital appears on Teamsters Local Union No. 727 Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Strategic Capital Inv Advisorsaskebsa.dol.gov
  • Dec 31, 2023Consultant changedinferenceSoft Drink Industry Pension Fund
    Strategic Capital Investment Adviso appears on Soft Drink Industry Pension Fund's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)
    with Strategic Capital Inv Advisorsaskebsa.dol.gov