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
Institutional Protection Services
unclassified
Advisory clients on the tape
1
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
1 allocators
- Consolidated Roche Retirement Plan General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
2 rows, $19,976 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Consolidated Roche Retirement Plan | 2023 | 16 17 | SERVICE PROVIDER | $8,433 |
| Consolidated Roche Retirement Plan | 2022 | 16 17 | SERVICE PROVIDER | $11,543 |
What changed
- Institutional Protection Services no longer appears on Consolidated Roche Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Institutional Protection Servicesaskebsa.dol.gov