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
Citizens Bank
unclassified
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
- Jeff Bank Pension Plan Trusteethrough Sep 30, 2023
- South County Hospital Retirement Plan Custodianthrough Sep 30, 2023
- Rhode Island Laborers Pension Plan Custodianthrough Dec 31, 2022
- Teamsters Local Union No. 115 Pension Plan Custodianthrough Dec 31, 2022
Schedule C rows
10 rows, $581,528 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Rhode Island Laborers Pension Plan | 2024 | 19 | NONE | $110,159 |
| South County Hospital Retirement Plan | 2024 | 19 62 | TRUSTEE | $44,369 |
| Teamsters Local Union No. 115 Pension Plan | 2024 | 19 51 | NONE | $8,264 |
| Rhode Island Laborers Pension Plan | 2023 | 19 | NONE | $100,668 |
| South County Hospital Retirement Plan | 2023 | 19 62 | TRUSTEE | $47,483 |
| Teamsters Local Union No. 115 Pension Plan | 2023 | 19 51 | NONE | $8,070 |
| Jeff Bank Pension Plan | 2022 | 21 24 51 62 | NONE | $108,925 |
| Rhode Island Laborers Pension Plan | 2022 | 19 | NONE | $99,167 |
| South County Hospital Retirement Plan | 2022 | 19 62 | TRUSTEE | $47,083 |
| Teamsters Local Union No. 115 Pension Plan | 2022 | 19 51 | NONE | $7,340 |
What changed
No dated events.