DFX Intelligence
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Allocators
Margate, FL
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| Vehicle | Manager | Bucket | Value | As of | Kind | Source |
|---|---|---|---|---|---|---|
| P••• L••••• A••••• S•• A••••• | P•••••••• | Pooled vehicle | $19.9M | Dec 31, 2023 | Separate account | Dol form 5500 pension |
| P••• L••••• A••••• S•• A••••• | P•••••••• | Pooled vehicle | $550,985 |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Pooled separate accounts | n/a | n/a | n/a | 80 | $19.9M | Dec 31, 2023 | Derived |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| R•••••• J•••• • A••••••••• I••• | Investment adviser | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| T•• A••••• P•••••• G••••• I••• | actuary | Jan 1, 2022 | Dec 31, 2022 | no | fact | Dol form 5500 pension |
| Dec 31, 2022 |
| Separate account |
| Dol form 5500 pension |