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

The Townsend Group

unclassifiedOH
Advisory clients on the tape
9
Schedule C, ACFR
Public-system clients
7
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
9 allocators
Schedule C rows
27 rows, $12.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
NEW York State Nurses Association Pension Plan202428 51NONE$2.8M
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute202451 52NONE$1.1M
American Electric Power System Retirement Plan202428 50 51NONE$947,655
The Guardian Home Office Employees' Retirement Pla202428INVESTMENT MANAGER$118,200
Pepsico, Inc. Employees Retirement Plan H202451 68NONE$41,532
The Guardian Field Representative Employees' Retirement Plan202428INVESTMENT MANAGER$33,978
Pepsico Employees Retirement Plan I202451 68NONE$32,809
Michelin Retirement Plan202417 50NONE$21,600
1199seiu Home Care Employees Pension Fund202452NONE
1199seiu Health Care Employees Pension Fund202452NONE
NEW York State Nurses Association Pension Plan202328 51NONE$1.6M
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute202351 52NONE$1.2M
American Electric Power System Retirement Plan202328 50 51NONE$888,695
The 2017 Employees' Pension Plan of Battelle Memorial Institute202351 52NONE$804,658
Pepsico, Inc. Employees Retirement Plan H202351 68NONE$189,716
Pepsico Employees Retirement Plan I202351 68NONE$174,168
The Guardian Home Office Employees' Retirement Pla202328INVESTMENT MANAGER$117,526
The Guardian Field Representative Employees' Retirement Plan202328INVESTMENT MANAGEMENT$34,474
Cathay Pacific Airways Limited Pension Plan202328 50NONE$6,401
1199seiu Greater New York Pension Fund202352NONE
1199seiu Home Care Employees Pension Fund202352NONE
1199seiu Health Care Employees Pension Fund202352NONE
NEW York State Nurses Association Pension Plan202228 51NONE$1.6M
American Electric Power System Retirement Plan202228 50 51NONE$1.1M
Aramco U.S. Retirement Income Plan202216 27 50 51 70NONE$50,000
1199seiu Greater New York Pension Fund202252NONE
1199seiu Home Care Employees Pension Fund202252NONE
What changed