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

Cape Ann Asset Management

EIN 474778650
Public LPs on the tape
2
distinct allocators disclosing a fund
Commitment rows
4
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
3
Schedule C investment manager rows
Who backs this manager
2 allocators
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
Mayo Pension Plan30Pooled vehiclesDec 31, 2022Dec 31, 2024
Retirement Plan for Employees of Concord Hospital10Pooled vehiclesDec 31, 2024Dec 31, 2024
Funds on the tape
2 vehicles
Corporate and Taft-Hartley plans (Schedule C)
3 plans
Commitment rows
4 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024Mayo Pension PlanCape Ann Global Dev Mkts Fundcollective trustPooled vehicles$75.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Retirement Plan for Employees of Concord HospitalCape Ann Global Developing Marketscollective trustPooled vehicles$9.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Mayo Pension PlanCape Ann Global Dev Mkts Fundcollective trustPooled vehicles$72.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Mayo Pension PlanCape Ann Global Dev Mkts Fundcollective trustPooled vehicles$59.2M heldDisclosed holdingaskebsa.dol.gov
What changed