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
HCI Equity Partners
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
- Mccormick Pension Plan Pension consultantthrough Nov 30, 2023 Form 5500
Schedule C rows
3 rows, $33,459 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Group Retirement Income Plan No. 10 | 2023 | 28 50 | NONE | $10,391 |
| Mccormick Pension Plan | 2023 | 17 50 | CONSULTANT | $6,444 |
| Mccormick Pension Plan | 2022 | 17 | CONSULTANT | $16,624 |
What changed
- HCI Equity Partners no longer appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2024 vs 2023)with HCI Equity Partnersaskebsa.dol.gov
- HCI Equity Partners appears on Group Retirement Income Plan No. 10's Schedule C as investment manager (plan year 2023 vs 2022)with HCI Equity Partnersaskebsa.dol.gov