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
Port Washington, 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 |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 2 | $395,527 | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 2 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| C••••••••• H••••••••• S•••••• i• | General consultant | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| T•• S•••• C•• ••••••• S•••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| S••••• B•••• A••••••••• I••• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Dec 31, 2024 |
| Derived |
| U.S. Government securities | n/a | n/a | n/a | 26 | $4.6M | Dec 31, 2024 | Derived |
| Corporate debt instruments (preferred) | n/a | n/a | n/a | 4 | $664,131 | Dec 31, 2024 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 17 | $3.1M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 49 | $8.6M | Dec 31, 2024 | Derived |
| H••••• P••• S•••••• | General consultant | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| A••••••••• B••• o• N•• Y••• | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |