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.
Not an allocator
Ropes & Gray LLP
Not an allocator
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
- State Street Retirement Plan Pension consultantthrough Dec 31, 2023 Form 5500
Other roles
2 allocators
- Global Montello Group Corp. Pension Plan Actuarythrough Dec 31, 2022
- Global Partners LP Pension Plan Actuarythrough Dec 31, 2022
Schedule C rows
7 rows, $581,676 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Global Montello Group Corp. Pension Plan | 2024 | 11 17 | NONE | $323,653 |
| Global Partners LP Pension Plan | 2024 | 11 17 | NONE | $238,820 |
| State Street Retirement Plan | 2023 | 17 50 | LEGAL | $19,203 |
| Global Partners LP Pension Plan | 2023 | 11 | enrolled actuary | |
| Global Montello Group Corp. Pension Plan | 2023 | 11 | enrolled actuary | |
| Global Montello Group Corp. Pension Plan | 2022 | 11 | enrolled actuary | |
| Global Partners LP Pension Plan | 2022 | 11 | enrolled actuary |
What changed
- Ropes & Gray LLP appears on Global Montello Group Corp. Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Ropes & Gray LLPaskebsa.dol.gov
- Ropes & Gray LLP appears on Global Partners LP Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Ropes & Gray LLPaskebsa.dol.gov
- Ropes & Gray LLP no longer appears on State Street Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Ropes & Gray LLPaskebsa.dol.gov
- Ropes & Gray LLP appears on State Street Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Ropes & Gray LLPaskebsa.dol.gov