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.
Institutional manager
WWK Advisors LLC
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
22
filed Mar 16, 2021
ADV institutional RAUM
$207M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$271M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.44; discretionary RAUM $271M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
- Fritz Enterprises, Inc. Employees' Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Huron Valley Steel Corporation Employees' Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
6 rows, $349,478 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Huron Valley Steel Corporation Employees' Retirement Plan | 2024 | 27 | NONE | $75,301 |
| Fritz Enterprises, Inc. Employees' Retirement Plan | 2024 | 27 | NONE | $33,852 |
| Huron Valley Steel Corporation Employees' Retirement Plan | 2023 | 27 | NONE | $69,229 |
| Fritz Enterprises, Inc. Employees' Retirement Plan | 2023 | 27 | NONE | $53,290 |
| Huron Valley Steel Corporation Employees' Retirement Plan | 2022 | 27 | NONE | $71,616 |
| Fritz Enterprises, Inc. Employees' Retirement Plan | 2022 | 27 | NONE | $46,190 |
Form ADV readings
- charity clients 1 Mar 16, 2021 reported
- institutional clients 22 Mar 16, 2021 reported
- pension plan clients 21 Mar 16, 2021 reported
- raum discretionary $271M Mar 16, 2021 reported
- raum institutional $207M Mar 16, 2021 reported
- raum total $471M Mar 16, 2021 reported
What changed
No dated events.