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

RBC Wealth Management

unclassified
Advisory clients on the tape
19
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
19 allocators
Other roles
1 allocators
Schedule C rows
67 rows, $6.4M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Neca-Ibew Local 584 Pension Plan202527 28 50INVESTMENT MANGER$42,273
Teamsters Pension Trust Fund of Philadelphia & Vic202428 51NONE$560,636
Medical Group of Beverly Hills, Inc. Defined Benefit Pension Plan202428FINANCIAL ADVISOR$182,405
Asbestos Workers Philadelphia Pension Fund202427 51NONE$151,228
Uiu-Newspaper Guild of Greater Philadelphia Pension Fund202417 50 70NONE$140,000
Pension Fund of Local Union No. 274202451NONE$124,167
International Brotherhood of Electrical Workers Local Union No. 252 Pension Plan202427 50NONE$106,123
U.A.P.P. Local Union No.142 Pension Plan202427$92,936
The North Ward Center, Inc. Retirement Plan202427INVESTMENT ADVISOR$90,434
Plumbers & Steamfitters Local 146 Pension Plan202427 50 72NONE$79,942
Baton Rouge Sheet Metal Workers Pension Fund202427 33 49 50 71 72INVESTMENT CUSTODIAN$77,057
Ibew Local No. 60 Pension202419PARTY IN INTEREST$64,626
Frisch's Restaurants, Inc. Pension Plan202428 51NONE$57,675
The People-To-People Health Foundation, Inc. Pension Plan202427 50INVESTMENT ADVISORY$54,729
Neca-Ibew Local 584 Pension Plan202427 28 50INVESTMENT MANAGER$53,440
Accuride Consolidated Employee Pension Plan202416 50CONSULTING$52,500
Ufcw Local 1776 & Participating Employers Pension Fund202427 50NONE$40,094
Cement Masons Local Union 681 Pension Plan202427INVESTMENT CONSULTANT$30,304
Warehouse Employees Union Local 169 and Employers Joint Pension Fund202417 50 70NONE$30,000
SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan202428 50 51NONE$29,359
Tucson Federal Credit Union Defined Benefit Plan and Trust202427 51NONE$27,276
Defined Benefit Pension Plan of Ladacin Network, Inc.202428 49 50INVESTMENT MANAGER$14,986
GEM State Radiology Cash Balance Plan #2202427 28 33 51INVESTMENT ADVISOR$12,472
Bakers Local No 433 Pension Plan202328$420,751
Teamsters Pension Trust Fund of Philadelphia & Vic202317 50 70NONE$400,320
Asbestos Workers Philadelphia Pension Fund202327 51NONE$149,041
U.A.P.P. Local Union No.142 Pension Plan202327$111,427
Pension Fund of Local Union No. 274202351NONE$108,898
International Brotherhood of Electrical Workers Local Union No. 252 Pension Plan202327 50NONE$90,000
Plumbers & Steamfitters Local 146 Pension Plan202327 50 72INVESTMENT ADVISORY$86,589
The North Ward Center, Inc. Retirement Plan202327INVESTMENT ADVISOR$85,249
Uiu-Newspaper Guild of Greater Philadelphia Pension Fund202317 50 70NONE$70,000
Baton Rouge Sheet Metal Workers Pension Fund202327 33 49 50 71 72INVESTMENT CUSTODIAN$61,901
Frisch's Restaurants, Inc. Pension Plan202328 50NONE$61,832
SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan202328 50 51NONE$61,024
The People-To-People Health Foundation, Inc. Pension Plan202327 50INVESTMENT ADVISORY$50,365
Defined Benefit Pension Plan of Ladacin Network, Inc.202328 49 50INVESTMENT MANAGER$49,113
Newspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan202328 51NONE$35,000
Ufcw Local 1776 & Participating Employers Pension Fund202327 50NONE$34,290
Warehouse Employees Union Local 169 and Employers Joint Pension Fund202317 50 70NONE$30,000
Ibew Local No. 60 Pension202319PARTY IN INTEREST$29,329
Unitehere Northwest Pension Trust Fund202327 50NONE$25,000
Cement Masons Local Union 681 Pension Plan202327INVESTMENT CONSULTANT$23,785
Neca-Ibew Local 584 Pension Plan202327 28 50INVESTMENT MANAGER
Bakers Local No 433 Pension Plan202228$461,942
Teamsters Pension Trust Fund of Philadelphia & Vic202217 50 70NONE$433,014
Asbestos Workers Philadelphia Pension Fund202227 51NONE$146,584
U.A.P.P. Local Union No.142 Pension Plan202227$122,687
Pension Fund of Local Union No. 274202251NONE$115,902
International Brotherhood of Electrical Workers Local Union No. 252 Pension Plan202227 50NONE$98,443
Ibew Local No. 60 Pension202219PARTY IN INTEREST$90,139
The North Ward Center, Inc. Retirement Plan202227INVESTMENT ADVISOR$86,853
Plumbers & Steamfitters Local 146 Pension Plan202227 50 72INVESTMENT ADVISORY$86,125
Frisch's Restaurants, Inc. Pension Plan202228 50NONE$70,921
Uiu-Newspaper Guild of Greater Philadelphia Pension Fund202217 50 70NONE$70,000
Baton Rouge Sheet Metal Workers Pension Fund202227 33 49 50 71 72INVESTMENT CUSTODIAN$69,628
SO. CA. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan202228 50 51NONE$64,475
The People-To-People Health Foundation, Inc. Pension Plan202227 50INVESTMENT ADVISORY$54,476
Defined Benefit Pension Plan of Ladacin Network, Inc.202228 49 50INVESTMENT MANAGER$51,179
Unitehere Northwest Pension Trust Fund202227 50NONE$50,000
Neca-Ibew Local 584 Pension Plan202227 28 50INVESTMENT MANAGER$43,950
Newspaper and Magazine Employees Union and Philadelphia Publishers Pension Plan202228 51NONE$35,000
Ufcw Local 1776 & Participating Employers Pension Fund202227 50NONE$35,000
Warehouse Employees Union Local 169 and Employers Joint Pension Fund202217 50 70NONE$30,000
Cement Masons Local Union 681 Pension Plan202227INVESTMENT CONSULTANT$22,975
Alaska Laborers-Employers Retirement Fund202227 50NONE$17,057
D. L. George and Sons Construction Company Defined Benefit Pension Plan202227 51INVESTMENT ADVISOR$5,498
What changed