DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Allocators
Purchase, NY
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Master trust investment accounts | n/a | n/a | n/a | 96 | $6.6B | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| T••••• W••••• I••••••••• S•••••••• | Investment adviser | Jan 1, 2024 | Dec 31, 2024 | no | fact | Dol form 5500 pension |
| C•••• | General consultant | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| W•••••• M••••••••• C• L•• | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| E•••••• P••••••• | Investment management | Jan 1, 2024 | Dec 31, 2024 | no | fact |
| U•• G••••• A•••• M••••••••• | Investment management |
| M••••• |
| actuary |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| C•••••••• A••••••• G•••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| J• M••••• C•••• B••• | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| H••••• a•• P••••••••• C••••••••• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| T••••• W••••• I••••••••• S•••••••• | Pension consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| W••••• T••••• W••••• U• L•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| B•••• P•••••• d• P••••• R••• | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| N••••••• T•••• C•• | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2024 |
| no |
| fact |
| T•• T••••••• G•••• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| J••• M••••• I••••••••• M••••••••• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| W•• I••••••••• M••••••••• L•• | Investment management | Jan 1, 2023 | Dec 31, 2023 | no | fact |
| M••••••• L••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| D•••• • C•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| J••••••• C•••• B•••• N••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| W•••••• B•••• • C•••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| L••••• S••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| T••••••••• C•••••• M••••••••• L•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| P••• I•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| B•••••••• I••••••••• A••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| A•••• C•••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| R•••••• I••••••••• I••••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| P••••••••• B••• • T•••• C•••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| D••••••••• F••• A•••••••• L• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| W••••••••• M••••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| J••••••• A••••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| J•••••••• P•••••• P••••••• F••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| V••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| P••••• • R•••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| P••• C•••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| M•• I••••••••• A••••••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |