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
First Horizon Bank
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
- First Horizon Corporation Pension Plan Trusteethrough Dec 31, 2023
- Carpenters Local Union No. 345 Pension Fund Custodianthrough Dec 31, 2022
- Anderson-Tully Hourly Employees' Pension Plan Custodianthrough Dec 31, 2022
- Anderson-Tully Salaried Employees' Pension Plan Custodianthrough Dec 31, 2022
Schedule C rows
12 rows, $1.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| First Horizon Corporation Pension Plan | 2024 | 21 50 | AFFILIATE | $301,116 |
| Southeastern Retina Associates, PC Cash Balance Plan | 2024 | 28 | NONE | $44,534 |
| Carpenters Local Union No. 345 Pension Fund | 2024 | 19 21 49 51 | NONE | $7,790 |
| Anderson-Tully Salaried Employees' Pension Plan | 2024 | 19 65 | CUSTODIAN | $5,360 |
| First Horizon Corporation Pension Plan | 2023 | 21 50 | AFFILIATE | $722,169 |
| Southeastern Retina Associates, PC Cash Balance Plan | 2023 | 28 | NONE | $36,545 |
| Carpenters Local Union No. 345 Pension Fund | 2023 | 19 21 49 51 | NONE | $14,777 |
| Anderson-Tully Hourly Employees' Pension Plan | 2023 | 19 65 | CUSTODIAN | $14,401 |
| Southeastern Retina Associates, PC Cash Balance Plan | 2022 | 28 | NONE | $32,314 |
| Anderson-Tully Hourly Employees' Pension Plan | 2022 | 19 65 | CUSTODIAN | $14,806 |
| Carpenters Local Union No. 345 Pension Fund | 2022 | 19 21 49 51 | NONE | $11,158 |
| Anderson-Tully Salaried Employees' Pension Plan | 2022 | 19 65 | CUSTODIAN | $5,011 |
What changed
No dated events.