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
National Investment Services
unclassifiedIL
Advisory clients on the tape
3
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
3 allocators
- Shopmen Local Union 502 Pension Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
- Plumbers & Pipefitters Local 162 Pension Fund Investment adviser (plan)through Dec 31, 2022 Form 5500
- Studio Mechanics Local 476 Iatse Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocators
- Insulators and Allied Workers National Pension Fun Custodianthrough Jun 30, 2023
Schedule C rows
15 rows, $1.1M direct compensation as filed
What changed
- National Investment Services appears on Shopmen Local Union 502 Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with National Investment Servicesaskebsa.dol.gov
- National Investment Services appears on Neca-Ibew Pension Trust Fund's Schedule C as investment manager (plan year 2023 vs 2022)with National Investment Servicesaskebsa.dol.gov