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
Deseret Trust Company
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
- Deseret Mutual Master Retirement Plan Custodianthrough Dec 31, 2022
Schedule C rows
3 rows, $412,240 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Deseret Mutual Master Retirement Plan | 2024 | 19 50 | AFFILIATE OF SPONSOR | $97,754 |
| Deseret Mutual Master Retirement Plan | 2023 | 19 | AFFILIATE OF SPONSOR | $299,861 |
| Deseret Mutual Master Retirement Plan | 2022 | 19 | AFFILIATE OF SPONSOR | $14,625 |
What changed
No dated events.