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
Elliott Investment Management
unclassifiedFL
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
- Retirement Plan of Carilion Clinic Investment adviser (plan)through Sep 30, 2023 Form 5500
Schedule C rows
4 rows, $828,487 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| ITG Brands, LLC Retirement Allowance Plan for Hourly Rated And/or Piecework Employees | 2024 | 28 50 | NONE | $322,576 |
| Motion Picture Industry Pension Plan | 2024 | 28 51 52 | NONE | $293,145 |
| John Muir Health Retirement Plan | 2024 | 28 51 | N/A | $99,758 |
| Retirement Plan of Carilion Clinic | 2022 | 27 28 | NONE | $113,008 |
What changed
- Dec 31, 2024Manager relationship startedITG Brands, LLC Retirement Allowance Plan for Hourly Rated And/or Piecework EmployeesElliott Investment Management L.P. appears on ITG Brands, LLC Retirement Allowance Plan for Hourly Rated And/or Piecework Employees's Schedule C as investment manager (plan year 2024 vs 2023)with Elliott Investment Managementaskebsa.dol.gov
- Elliott Investment Management, LP appears on Motion Picture Industry Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Elliott Investment Managementaskebsa.dol.gov
- Elliott Investment Management no longer appears on Retirement Plan of Carilion Clinic's Schedule C as investment manager (plan year 2023 vs 2022)with Elliott Investment Managementaskebsa.dol.gov