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

Alterity Group LLC

unclassified
Advisory clients on the tape
5
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
5 allocators
Schedule C rows
9 rows, $339,631 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Wells Fargo & Company Cash Balance Plan202427 50NONE$82,500
Jpmorgan Chase Retirement Plan202416 50NONE$45,000
IBM Personal Pension Plan202417PARTY-IN-INTEREST$12,550
Pinnacle West Capital Corporation Retirement Plan202317 50NONE$38,700
Automatic Data Processing Inc Pension Retirement Plan202351INVESTMENT MANAGEMENT$30,000
Celanese Americas Retirement Pension Plan202316 17 50CONSULTANT$22,326
HP Inc. Pension Plan202328 50NONE$13,750
Celanese Americas Retirement Pension Plan202216 17 50CONSULTANT$72,805
HP Inc. Pension Plan202228 50NONE$22,000
What changed