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
Bolton Parnters Inv Consulting
unclassified
Advisory clients on the tape
2
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
2 allocators
- Carpenters Local No 491 Pension Plan Investment adviser (plan)through Jun 30, 2023 Form 5500
- Laborers' District Council Pension Fund for Baltim Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
9 rows, $299,715 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Laborers' District Council Pension Fund for Baltim | 2024 | 27 | NONE | $38,305 |
| Int'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund | 2024 | 50 51 | SERVICE PROVIDER | $38,271 |
| Carpenters Local No 491 Pension Plan | 2024 | 27 | NONE | $26,502 |
| Laborers' District Council Pension Fund for Baltim | 2023 | 27 | NONE | $47,206 |
| Int'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund | 2023 | 50 51 | SERVICE PROVIDER | $32,304 |
| Carpenters Local No 491 Pension Plan | 2023 | 27 | NONE | $26,127 |
| Laborers' District Council Pension Fund for Baltim | 2022 | 27 | NONE | $35,253 |
| Int'l Alliance of Theatrical Stage Employees - Local 22 Pension Fund | 2022 | 50 51 | SERVICE PROVIDER | $31,364 |
| Carpenters Local No 491 Pension Plan | 2022 | 27 | NONE | $24,383 |
What changed
No dated events.