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

Edward Jones

unclassified
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
Schedule C rows
5 rows
PlanPlan yearCodesRelationship as filedDirect compensation
Affinia Healthcare Pension Plan202427 99NONE
Superior Fibers, LLC Defined Benefit Plan & Trust202327 99INVESTMENT ADVISORY
KSB Giw, Inc. Pension Plan202327 99INVESTMENT ADVISORY
KSB Giw, Inc. Pension Plan202227 99INVESTMENT ADVISORY
Maul Technology Pension Plan202227 99INVESTMENT ADVISORY
What changed