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
Smith Graham & Co
EIN 760301817
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
17
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)
17 plans
- Local 272 Labor Management Pension Fundplan years 2023
- Neca Local 145 Ibew Pension Fundplan years 2023
- Employer Local No. 375 Pension Planplan years 2023
- Pension Fund Local 96-Ibewplan years 2023
- Afl-Cio Staff Retirement Planplan years 2023
- International Brotherhood of Electrical Workers Local Union No. 99 Retirement Planplan years 2023
- Laborers' District Council Construction Industry Pension Fundplan years 2023
- Ufcw Intl Union Pension Plan for Employeesplan years 2023
- Plumbers & Pipefitters Local No. 25 Pension Fundplan years 2023
- Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinityplan years 2022
- NEW England Health Care Employees Pension Planplan years 2022
- Employees Security Fund of the Elec Ind Pension Planplan years 2022
- Warehouse Employees Union Local 169 and Employers Joint Pension Fundplan years 2022
- International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delawareplan years 2022
- Ufcw Union Local No. 655, Food Employer's Joint PEplan years 2022
- Ironworkers Local #16 Pension Planplan years 2022
- Florida Carpenters Pension Planplan years 2022
Commitment rows
No rows.
What changed
- Smith, Graham & Co. Inv. Adv.,l.p. no longer appears on Pacificorp/ibew Local 57 Retirement Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Smith Graham & Coaskebsa.dol.gov
- Smith, Graham & Co. Inv. Advisors no longer appears on Pension Fund Local 96-Ibew's Schedule C as investment manager (plan year 2024 vs 2023)with Smith Graham & Coaskebsa.dol.gov
- Smith Graham and Co no longer appears on Neca Local 145 Ibew Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Smith Graham & Coaskebsa.dol.gov
- Smith, Graham & C, Investment Advi no longer appears on Employer Local No. 375 Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Smith Graham & Coaskebsa.dol.gov
- Smith Graham no longer appears on NEW England Health Care Employees Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Smith Graham & Coaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceInternational Union of Operating Engineers Pension Fund of Eastern Pennsylvania and DelawareSmith, Graham & Co. Investment Adv. no longer appears on International Union of Operating Engineers Pension Fund of Eastern Pennsylvania and Delaware's Schedule C as investment manager (plan year 2024 vs 2023)with Smith Graham & Coaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferencePension Fund for Hospital and Health Care Employees, Philadelphia and VicinitySmith Graham & Co. no longer appears on Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity's Schedule C as investment manager (plan year 2024 vs 2023)with Smith Graham & Coaskebsa.dol.gov
- Smith Graham no longer appears on Plumbers & Pipefitters Local No. 25 Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Smith Graham & Coaskebsa.dol.gov
- Smith Graham and Co. no longer appears on Local 272 Labor Management Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Smith Graham & Coaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceWarehouse Employees Union Local 169 and Employers Joint Pension FundSmith, Graham & Company no longer appears on Warehouse Employees Union Local 169 and Employers Joint Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Smith Graham & Coaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceLaborers' District Council Construction Industry Pension FundSmith Graham & Co no longer appears on Laborers' District Council Construction Industry Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)with Smith Graham & Coaskebsa.dol.gov