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
RTW Financial Advisors
unclassifiedTX
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
- Affiliated Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Heat & Frost & Allied Workers No. 21 Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
6 rows, $483,275 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Affiliated Pension Plan | 2024 | 27 | RETAINED BY CLIENT | $174,930 |
| Heat & Frost & Allied Workers No. 21 Pension Plan | 2024 | 27 50 | NONE | $18,000 |
| Affiliated Pension Plan | 2023 | 27 | RETAINED BY CLIENT | $152,779 |
| Heat & Frost & Allied Workers No. 21 Pension Plan | 2023 | 27 50 | INV ADVISOR | $18,000 |
| Affiliated Pension Plan | 2022 | 27 | RETAINED BY CLIENT | $101,566 |
| Heat & Frost & Allied Workers No. 21 Pension Plan | 2022 | 27 50 | INV ADVISOR | $18,000 |
What changed
No dated events.