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.

Investment consultant

MMA Securities LLC

Investment consultantprobableDC plan focusNYCRD 44254
Advisory clients on the tape
6
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
2,549
filed Jun 30, 2026
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM n/a. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
6 allocators
Schedule C rows
14 rows, $168,639 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
VF Corporation Pension Plan202416 50CONSULTING$20,000
KEY Safety Systems, Inc. Knoxville Pension Plan202427NONE$15,000
Brooks Armored Car Service, Inc. Pension Plan202427 51NONE$9,753
Nasco Pension Plan202427 50INVESTMENT ADVISORY$7,500
VF Corporation Pension Plan202316 50CONSULTING$20,000
Texas Medical Liability Trust Cash Balance Plan202328 50INVESTMENT ADVISOR$12,000
Brooks Armored Car Service, Inc. Pension Plan202327 51NONE$9,657
Retirement System of Burlington Industries LLC and Affiliated Companies202328 51INVESTMENT MANAGER$8,700
KEY Safety Systems, Inc. Knoxville Pension Plan202327NONE$7,500
OPT, LLC Pension Plan202217 50CONSULTING$24,367
Brooks Armored Car Service, Inc. Pension Plan202227 51NONE$15,812
Texas Medical Liability Trust Cash Balance Plan202228 50INVESTMENT ADVISOR$9,000
Watsonville Community Hospital Cash Balance Pension Plan202227 50INVESTMENT ADVISORY$5,000
Retirement System of Burlington Industries LLC and Affiliated Companies202251INVESTMENT MANAGER$4,350
Form ADV readings
  • government clients 21 Jun 30, 2026 reported
  • institutional clients 2,549 Jun 30, 2026 reported
  • pension plan clients 2,528 Jun 30, 2026 reported
What changed