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
- Constellation Retirement Program General consultantthrough Dec 31, 2022 Form 5500
- Exelon Corporation Retirement Program General consultantthrough Dec 31, 2022 Form 5500
- Pepco Holdings LLC Retirement Plan General consultantthrough Dec 31, 2022 Form 5500
- Exelon Pension Plan General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
12 rows, $538,433 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Constellation Retirement Program | 2024 | 16 70 | CONSULTANT | $80,750 |
| Exelon Corporation Retirement Program | 2024 | 16 70 | CONSULTANT | $79,021 |
| Pepco Holdings LLC Retirement Plan | 2024 | 16 70 | CONSULTANT | $16,207 |
| Exelon Pension Plan | 2024 | 16 70 | CONSULTANT | $11,587 |
| Constellation Retirement Program | 2023 | 16 70 | CONSULTANT | $110,036 |
| Exelon Corporation Retirement Program | 2023 | 16 70 | CONSULTANT | $84,740 |
| Pepco Holdings LLC Retirement Plan | 2023 | 16 70 | CONSULTANT | $16,776 |
| Exelon Pension Plan | 2023 | 16 70 | CONSULTANT | $12,394 |
| Exelon Corporation Retirement Program | 2022 | 16 70 | CONSULTANT | $86,530 |
| Pepco Holdings LLC Retirement Plan | 2022 | 16 70 | CONSULTANT | $15,880 |
| Exelon Pension Plan | 2022 | 16 70 | CONSULTANT | $12,586 |
| Constellation Retirement Program | 2022 | 16 70 | CONSULTANT | $11,926 |
What changed
No dated events.