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.

Manager

Stacey Braun Associates, Inc.

EIN 132889432
Public LPs on the tape
0
distinct allocators disclosing a fund
Commitment rows
0
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
29
Schedule C investment manager rows
Who backs this manager
No allocator on the commitment tape names a fund of this manager.
Corporate and Taft-Hartley plans (Schedule C)
29 plans
Commitment rows
No rows.
What changed
  • Dec 31, 2025Consultant changedinferenceIbew Eastern States Pension Plan
    Stacey Braun Associates, Inc appears on Ibew Eastern States Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)
    with Stacey Braun Associates, Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship startedLocal Union 1158 I.B.E.W. Pension Fund - PA
    Stacey Braun Associates, Inc. appears on Local Union 1158 I.B.E.W. Pension Fund - PA's Schedule C as investment manager (plan year 2024 vs 2023)
    with Stacey Braun Associates, Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferenceStone Setters Pension Fund Local 84
    Stacey Braun Associates no longer appears on Stone Setters Pension Fund Local 84's Schedule C as investment manager (plan year 2024 vs 2023)
    with Stacey Braun Associates, Inc.askebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinferencePlumbers & Pipefitters Local Union No. 74 Pension Fund
    Stacey Braun Associates Inc no longer appears on Plumbers & Pipefitters Local Union No. 74 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)
    with Stacey Braun Associates, Inc.askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceLocal 1205 Pension Fund
    Stacey Braun Associates, Inc. no longer appears on Local 1205 Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Stacey Braun Associates, Inc.askebsa.dol.gov