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
Victory Capital Mgmt Key Trust Co.
Not an allocator
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
4 allocators
- The Albany Medical Center Retirement Plan CustodianTrusteethrough Dec 31, 2024
- Northwest Bricklayers Pension Plan Custodianthrough Dec 31, 2022
- Cement Masons - Employers Pension Plan Custodianthrough Dec 31, 2022
- Schurz Communications, Inc. Retirement Plan Custodianthrough Dec 31, 2022
Schedule C rows
12 rows, $783,185 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Schurz Communications, Inc. Retirement Plan | 2024 | 19 21 28 52 | TRUSTEE | $98,481 |
| The Albany Medical Center Retirement Plan | 2024 | 13 19 21 50 59 | NONE | $97,807 |
| Northwest Bricklayers Pension Plan | 2024 | 13 15 18 19 50 59 62 64 65 | $28,464 | |
| Cement Masons - Employers Pension Plan | 2024 | 13 15 18 19 50 59 62 | $26,367 | |
| Schurz Communications, Inc. Retirement Plan | 2023 | 19 21 28 52 | TRUSTEE | $104,441 |
| The Albany Medical Center Retirement Plan | 2023 | 21 | NONE | $94,434 |
| Northwest Bricklayers Pension Plan | 2023 | 13 15 18 19 50 59 62 64 65 | $27,763 | |
| Cement Masons - Employers Pension Plan | 2023 | 13 15 18 19 50 59 62 | $24,073 | |
| Schurz Communications, Inc. Retirement Plan | 2022 | 19 21 28 52 | TRUSTEE | $123,701 |
| The Albany Medical Center Retirement Plan | 2022 | 21 | NONE | $100,103 |
| Northwest Bricklayers Pension Plan | 2022 | 13 15 18 19 50 59 62 64 65 | $32,923 | |
| Cement Masons - Employers Pension Plan | 2022 | 13 15 18 19 50 59 62 | $24,628 |
What changed
No dated events.