DFX Intelligence
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Reading the graph
Allocators
Watertown, 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 | $2.0M | Jun 30, 2025 | Derived |
| Non-interest-bearing cash | n/a | n/a | n/a | 1 | $448,740 | Jun 30, 2025 | Derived |
| U.S. Government securities | n/a | n/a | n/a | 18 | $14.1M | Jun 30, 2025 | Derived |
| Corporate debt instruments (other) | n/a | n/a | n/a | 8 | $6.7M | Jun 30, 2025 | Derived |
| Other investments | n/a | n/a | n/a | 1 | $768,607 | Jun 30, 2025 | Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 7 | $5.5M | Jun 30, 2025 | Derived |
| Common stock | n/a | n/a | n/a | 62 | $50.3M | Jun 30, 2025 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Hightower Advisors, LLC | Investment adviser | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Bolton Partners Ne, Inc. | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Community Bank, N.A. | custodian | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Secure Network Technologies | General consultant | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Bolton Partners Northeast, Inc. | actuary | Jul 1, 2022 | Jun 30, 2023 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| Seizert Capital Partners | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| C.S. Mckee | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| Wedgewood Partners Inc | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |
| National Real Estate Advisors | Investment management | Jul 1, 2022 | Jun 30, 2023 | no | fact |