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
Peoples Bank
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
3 allocators
- Plumbers & Steamfitters Local 248- Pension Trust Plan Custodianthrough Mar 31, 2024
- United Assn of Plumbers and Steamfitters 521 Pension Fund Custodianthrough Jun 30, 2023
- Marietta Memorial Hospital Retirement Plan Directed trusteethrough Dec 31, 2022
Schedule C rows
7 rows, $453,124 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Marietta Memorial Hospital Retirement Plan | 2024 | 25 50 | TRUSTEE | $137,909 |
| United Assn of Plumbers and Steamfitters 521 Pension Fund | 2024 | 19 | NONE | $7,250 |
| Marietta Memorial Hospital Retirement Plan | 2023 | 25 50 | TRUSTEE | $129,002 |
| Plumbers & Steamfitters Local 248- Pension Trust Plan | 2023 | 19 | CUSTODIAN | $24,548 |
| United Assn of Plumbers and Steamfitters 521 Pension Fund | 2023 | 19 | NONE | $11,100 |
| Marietta Memorial Hospital Retirement Plan | 2022 | 25 50 | TRUSTEE | $132,203 |
| United Assn of Plumbers and Steamfitters 521 Pension Fund | 2022 | 19 | NONE | $11,112 |
What changed
No dated events.