DFX Intelligence
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Allocators
Oceanside, 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.
| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| Arrowstreet International Equity | Arrow Street Capital | Public equity | $4.1M | Dec 31, 2022 | 103 12 ie | Dol form 5500 pension |
| Artisan Multiple Investment Trust | Artisan Global Value Trust | Pooled vehicle | $4.1M | Dec 31, 2022 | Collective trust | Dol form 5500 pension |
| Arrowstreet International Equity | Arrow Street Capital | Public equity | $3.4M | Dec 31, 2024 | 103 12 ie | Dol form 5500 pension |
| Arrowstreet International Equity | Arrow Street Capital | Public equity | $3.2M | Dec 31, 2023 | 103 12 ie | Dol form 5500 pension |
| Artisan Multiple Investment Trust | Artisan Global Value Trust | Pooled vehicle | $2.9M | Dec 31, 2023 | Collective trust | Dol form 5500 pension |
| Artisan Multiple Investment Trust | Artisan Global Value Trust | Pooled vehicle | $2.7M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $1.3M | Dec 31, 2024 | Derived |
| Insurance company general account | n/a | n/a | n/a | 3 | $4.5M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 76 | $100M | Dec 31, 2024 | Derived |
| Common/collective trusts | n/a | n/a | n/a | 4 | $5.3M | Dec 31, 2024 | Derived |
| 103-12 investment entities | n/a | n/a | n/a | 3 | $3.4M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 10 | $13.7M | Dec 31, 2024 | Derived |
| Common stock | n/a | n/a | n/a | 0 | $103,235 | Dec 31, 2024 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Cambridge Associates | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Bank of America | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| USI Consulting Group | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Vulcan Value Partners | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Arrowstreet Capital, LP | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |