DFX Intelligence
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Allocators
Austin, TX
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| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| S••••••• A•••••• a• | S••••••• I•••••••• C•••••• | Pooled vehicle | $23.8M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| S••••••• A•••••• a• | S••••••• I•••••••• C•••••• | Pooled vehicle | $20.7M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| I•••••••• company general account | n/a | n/a | n/a | 24 | $7.5M | Dec 31, 2023 | Derived |
| Pooled separate accounts | n/a | n/a | n/a | 76 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| G•••••••• F•••••••• A••••••• | Investment adviser | Jan 1, 2024 | Oct 21, 2024 | no | fact | Dol form 5500 pension |
| S••••••• F•••••••• G•••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2022 |
| Separate account |
| Dol form 5500 pension |
| Dec 31, 2023 |
| Derived |
| S••••••• I•••••••• C•••••• |
| actuary |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |