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

Plante Moran

unclassifiedIL
Advisory clients on the tape
4
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
4 allocators
Schedule C rows
12 rows, $538,433 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Constellation Retirement Program202416 70CONSULTANT$80,750
Exelon Corporation Retirement Program202416 70CONSULTANT$79,021
Pepco Holdings LLC Retirement Plan202416 70CONSULTANT$16,207
Exelon Pension Plan202416 70CONSULTANT$11,587
Constellation Retirement Program202316 70CONSULTANT$110,036
Exelon Corporation Retirement Program202316 70CONSULTANT$84,740
Pepco Holdings LLC Retirement Plan202316 70CONSULTANT$16,776
Exelon Pension Plan202316 70CONSULTANT$12,394
Exelon Corporation Retirement Program202216 70CONSULTANT$86,530
Pepco Holdings LLC Retirement Plan202216 70CONSULTANT$15,880
Exelon Pension Plan202216 70CONSULTANT$12,586
Constellation Retirement Program202216 70CONSULTANT$11,926
What changed
No dated events.