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
Cincinnati, OH
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 | 1 | $3.5M | Dec 31, 2024 | Derived |
| Other investments | n/a | n/a | n/a | 1 |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| W••••• T••••• W••••• U• L•• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| S•••• S••••• B••• • T•••• C•••••• | trustee | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Manager | Mandate | From | To | Current | Evidence |
|---|---|---|---|---|---|
| F•• | Investment management | Jan 1, 2022 | Dec 31, 2022 | no | fact |
| Dec 31, 2024 |
| Derived |
| Partnership/joint venture interests | n/a | n/a | n/a | 60 | $143M | Dec 31, 2024 | Derived |
| Registered investment companies | n/a | n/a | n/a | 36 | $86.6M | Dec 31, 2024 | Derived |
| S•••• S••••• B••• • T•••• C•••••• |
| custodian |
| Jan 1, 2022 |
| Dec 31, 2022 |
| no |
| fact |
| Dol form 5500 pension |