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

Clarion Partners

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
1 allocators
Schedule C rows
28 rows, $8.3M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Ohiohealth Cash Balance Retirement Plan202428 50NONE$317,512
Group Retirement Income Plan No. 8202428 50 51NONE$289,728
Group Retirement Income Plan No.16202428 50 51NONE$287,602
STP Nuclear Operating Company Retirement Plan202428NONE$164,492
The Teknor Apex Company Retirement Plan202418 51NONE$133,650
Administrative District Council 1 Pension Fund202428 51 55NONE$109,737
Plumbers Local No. 8 Pension Plan202428NONE$31,389
Plumbers and Steamfitters Local 102 Pension Plan202428 52NONE
The Ohiohealth Cash Balance Retirement Plan202328 50NONE$418,143
Group Retirement Income Plan No.16202328 50 51NONE$243,052
Group Retirement Income Plan No.16202328 50 51NONE$224,785
Group Retirement Income Plan No. 8202328 50 51NONE$182,214
Group Retirement Income Plan No. 8202328 50 51NONE$168,583
STP Nuclear Operating Company Retirement Plan202328NONE$157,515
The Teknor Apex Company Retirement Plan202318 51NONE$156,154
Administrative District Council 1 Pension Fund202328 51NONE$134,319
STP Nuclear Operating Company Retirement Plan202328NONE$56,079
Sheet Metal Workers Local 224 Pension Fund202328 50NONE$46,351
Plumbers and Steamfitters Local 102 Pension Plan202328 52NONE
IBM Personal Pension Plan202251PARTY-IN-INTEREST$3.6M
Group Retirement Income Plan No.16202228 50 51NONE$415,362
The Ohiohealth Cash Balance Retirement Plan202228 50NONE$346,911
Group Retirement Income Plan No. 8202228 50 51NONE$311,390
The Teknor Apex Company Retirement Plan202218 51NONE$162,599
STP Nuclear Operating Company Retirement Plan202228NONE$156,248
Administrative District Council 1 Pension Fund202228 51NONE$76,128
STP Nuclear Operating Company Retirement Plan202228NONE$45,548
Sheet Metal Workers Local 224 Pension Fund202228 50NONE$37,231
What changed