DFX Intelligence
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Reading the graph
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Allocators
Keene, NH
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 |
|---|---|---|---|---|---|---|
| S•• M•••• L••• C••••• C•• | S•• M••••••••• | Private credit | $19.6M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| S•• M•••• I••••• C••••• C•• O• | S•• M••••••••• | Private credit | $14.5M |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Interest-bearing cash | n/a | n/a | n/a | 1 | $304,004 | Dec 31, 2024 | Derived |
| Insurance company general account | n/a | n/a | n/a | 4 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| C••••••••• I••••••••• A•••••••• L•• | Investment adviser | Jan 1, 2023 | Dec 31, 2023 | no | fact | Dol form 5500 pension |
| S•• M••••••••• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| S•• M••••••••• | n/a | Dec 31, 2024 | n/a | yes | fact |
| Dec 31, 2024 |
| Collective trust |
| Dol form 5500 pension |
| S•• M•••• S••••• C•• | S•• M••••••••• | Pooled vehicle | $7.0M | Dec 31, 2024 | Collective trust | Dol form 5500 pension |
| Dec 31, 2024 |
| Derived |
| Common/collective trusts | n/a | n/a | n/a | 70 | $41.1M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 23 | $13.3M | Dec 31, 2024 | Derived |
| R•••••• J•••• • A••••••••• I••• |
| Investment adviser |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |
| B••• o• N•• Y••• M••••• | custodian | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| J••• H•••••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |