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
SMS Retirement
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
9 allocators
- Nationwide Uniform Corporation Retirement Plan Actuarythrough Dec 31, 2024
- G & J Pepsi-Cola Bottlers, Inc. Employees' Pension Plan Actuarythrough Dec 31, 2024
- East Jordan Plastics, Inc. Pension Plan Actuarythrough Feb 29, 2024
- Anesthesiology Services Network, Ltd. Cash Balance Plan Actuarythrough Dec 31, 2023
- The Pension Plan for Employees of the Ohio National Life Insurance Company Actuarythrough Dec 31, 2023
- Seven Hills Anesthesia, LLC Defined Benefit Plan Actuarythrough Dec 31, 2023
- National Machinery LLC Retirement Plan and Trust Actuarythrough Dec 29, 2023
- Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. Actuarythrough Jul 31, 2023
- Oncology/hematology Care, Inc. Defined Benefit Plan Actuarythrough Dec 31, 2022
Schedule C rows
21 rows, $218,976 direct compensation as filed
What changed
No dated events.