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
Ancora Advisors
unclassifiedOH
Advisory clients on the tape
1
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
1 allocators
- Asbestos Workers Local 84 Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocators
- United Assn of Journeymen Plumbers & Pipefitters Local 357 Pension Plan Custodianthrough Jun 30, 2023
Schedule C rows
17 rows, $1.1M direct compensation as filed
What changed
- Ancora Advisors LLC no longer appears on Southwest Retirement and Cash Balance Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Ancora Advisorsaskebsa.dol.gov