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
CEP Consultants, Inc
unclassifiedNY
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
- Roofers Local No. 241 Pension Fund Investment adviser (plan)through Jun 30, 2023 Form 5500
Other roles
1 allocators
- Syms Pension Plan Actuarythrough Dec 31, 2022
Schedule C rows
3 rows, $19,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Roofers Local No. 241 Pension Fund | 2023 | 27 72 | NONE | $9,500 |
| Roofers Local No. 241 Pension Fund | 2022 | 27 72 | NONE | $9,500 |
| Syms Pension Plan | 2022 | 11 | enrolled actuary |
What changed
- CEP Consultants, Inc no longer appears on Roofers Local No. 241 Pension Fund's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with CEP Consultants, Incaskebsa.dol.gov