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
Calibre CPA
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
- Northwest Carpenters Retirement Plan General consultantthrough Dec 31, 2023 Form 5500
- Pension Plan for Employees of the Govt of Canada Locally Engaged in the Usa-Qualified Pension Plan General consultantthrough Mar 31, 2023 Form 5500
Other roles
1 allocators
- New Orleans Carpenters' Pension Plan Actuarythrough Dec 31, 2023
Schedule C rows
3 rows, $34,731 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| New Orleans Carpenters' Pension Plan | 2023 | 11 50 | NONE | $17,043 |
| Northwest Carpenters Retirement Plan | 2023 | 16 50 | NONE | $7,688 |
| Pension Plan for Employees of the Govt of Canada Locally Engaged in the Usa-Qualified Pension Plan | 2022 | 16 | NONE | $10,000 |
What changed
- Calibre CPA no longer appears on Northwest Carpenters Retirement Plan's Schedule C as general consultant (plan year 2024 vs 2023)with Calibre CPAaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferencePension Plan for Employees of the Govt of Canada Locally Engaged in the Usa-Qualified Pension PlanCalibre CPA Group PLLC no longer appears on Pension Plan for Employees of the Govt of Canada Locally Engaged in the Usa-Qualified Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Calibre CPAaskebsa.dol.gov
- Calibre CPA appears on Northwest Carpenters Retirement Plan's Schedule C as general consultant (plan year 2023 vs 2022)with Calibre CPAaskebsa.dol.gov