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
Stamford, CT
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 | $1.9M | Dec 31, 2024 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| P••••••••• P•••••••• A••••••••• | Investment adviser | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| H••••• A••••••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Registered investment companies | n/a | n/a | n/a | 96 | $74.8M | Dec 31, 2024 | Derived |
| T•• V••••••• G•••• |
| trustee |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| A•• C••••••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |