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
Cbiz Rps
unclassified
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
4 allocators
- Teamsters Local 277 Pension Actuarythrough Feb 28, 2023
- Bank of Stockton Pension Plan Actuarythrough Dec 31, 2022
- Central Pennsylvania Teamsters Defined Benefit Plan Actuarythrough Dec 31, 2022
- Ufcw 360 Shop Rite Pension Fund Actuarythrough Dec 31, 2022
Schedule C rows
5 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Ufcw 360 Shop Rite Pension Fund | 2023 | 11 | enrolled actuary | |
| Bank of Stockton Pension Plan | 2022 | 11 | enrolled actuary | |
| Central Pennsylvania Teamsters Defined Benefit Plan | 2022 | 11 | enrolled actuary | |
| Ufcw 360 Shop Rite Pension Fund | 2022 | 11 | enrolled actuary | |
| Teamsters Local 277 Pension | 2022 | 11 | enrolled actuary |
What changed
No dated events.