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.
Institutional manager
H Beck Inc
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
52
filed Mar 25, 2021
ADV institutional RAUM
$24.8M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$421M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.01; discretionary RAUM $421M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- State Department Federal Credit Union Defined Benefit Pension Plan General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $256,325 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| State Department Federal Credit Union Defined Benefit Pension Plan | 2024 | 16 17 | NONE | $86,724 |
| State Department Federal Credit Union Defined Benefit Pension Plan | 2023 | 16 17 | NONE | $83,973 |
| State Department Federal Credit Union Defined Benefit Pension Plan | 2022 | 16 17 | NONE | $85,628 |
Form ADV readings
- charity clients 14 Mar 25, 2021 reported
- institutional clients 52 Mar 25, 2021 reported
- pension plan clients 38 Mar 25, 2021 reported
- raum discretionary $421M Mar 25, 2021 reported
- raum institutional $24.8M Mar 25, 2021 reported
- raum total $2.0B Mar 25, 2021 reported
What changed
No dated events.