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
DSM Capital Partners LLC
unclassifiedFL
Advisory clients on the tape
3
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
3 allocators
- Media Guild Retirement Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
- O'Melveny & Myers LLP Cash Balance Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Encyclopaedia Britannica Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
12 rows, $1.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Nurses and Local 813 Ibt Retirement Plan | 2024 | 28 51 52 68 | NONE | $241,566 |
| Media Guild Retirement Plan | 2024 | 28 51 55 | NONE | $71,975 |
| Hawaii Sheet Metal Workers Pension Fund | 2024 | 28 51 | NONE | $26,277 |
| Nurses and Local 813 Ibt Retirement Plan | 2023 | 28 51 52 68 | NONE | $193,004 |
| Media Guild Retirement Plan | 2023 | 27 51 53 | NONE | $73,223 |
| John Muir Health Retirement Plan | 2023 | 28 51 | N/A | $63,941 |
| O'Melveny & Myers LLP Cash Balance Plan | 2023 | 27 33 71 | INVESTMENT MANAGER | $18,075 |
| Nurses and Local 813 Ibt Retirement Plan | 2022 | 28 51 52 68 | NONE | $178,040 |
| John Muir Health Retirement Plan | 2022 | 28 51 | N/A | $83,958 |
| Encyclopaedia Britannica Pension Plan | 2022 | 27 | NONE | $51,132 |
| Pension Plan for the Employees of Caromont Health | 2022 | 28 | NONE | $45,949 |
| O'Melveny & Myers LLP Cash Balance Plan | 2022 | 27 33 71 | INVESTMENT MANAGER | $15,394 |
What changed
- DSM Capital Partners no longer appears on O'Melveny & Myers LLP Cash Balance Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with DSM Capital Partners LLCaskebsa.dol.gov
- DSM Capital Partners, LLC no longer appears on John Muir Health Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with DSM Capital Partners LLCaskebsa.dol.gov
- DSM Capital Partners LLC no longer appears on Encyclopaedia Britannica Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with DSM Capital Partners LLCaskebsa.dol.gov
- DSM Capital Partners LLC no longer appears on Pension Plan for the Employees of Caromont Health's Schedule C as investment manager (plan year 2023 vs 2022)with DSM Capital Partners LLCaskebsa.dol.gov