DFX Intelligence

This manager's name, 15 more corporate plans and 6 more commitment rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Private markets manager in California

Manager

No date on record · this record

Public LPs on the tape

distinct allocators disclosing a fund

Commitment rows

0 dated closings

Disclosed commitments

Not disclosed

sum of the LPs' own amounts; repeats across reports

Re-ups / new

0 / 0

the plans' own words

Corporate plans

Schedule C investment manager rows

Who backs this manager

3 allocators

Allocator	Rows	Buckets	First	Latest
I.B.E.W. Local 38 Pension Plan	3	Pooled vehicles	Apr 30, 2023	Apr 30, 2025
Boilermaker-Blacksmith National Pension Trust	3	Pooled vehicles	Dec 31, 2022	Dec 31, 2024
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust	3	Pooled vehicles	Dec 31, 2022	Dec 31, 2024

Funds on the tape

1 vehicle

9 rows

Corporate and Taft-Hartley plans (Schedule C)

18 plans

Boilermaker-Blacksmith National Pension Trustplan years 2022
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trustplan years
I.B.E.W. Local 38 Pension Planplan years

+15 more corporate plans name this manager on Schedule C

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

Commitment rows

9 rows

Date	Allocator	Fund	Bucket	Amount	Status	Source
as of Apr 30, 2025	I.B.E.W. Local 38 Pension Plan	collective trust	Pooled vehicles	$23.0M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Boilermaker-Blacksmith National Pension Trust	collective trust	Pooled vehicles	$101M held	Disclosed holding	askebsa.dol.gov
as of Dec 31, 2024	Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust	collective trust	Pooled vehicles	$41.2M held	Disclosed holding	askebsa.dol.gov

+6 more commitment rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.

What changed

Dec 31, 2024Manager relationship endedinferenceNational Federation of Independent Business Retirement Plan
with this manageraskebsa.dol.gov
Dec 31, 2023Manager relationship startedM.s.s.a.-I.l.a. Pension Plan
with this manageraskebsa.dol.gov
Dec 31, 2023Manager relationship startedUfcw Consolidated Pension Fund
with this manageraskebsa.dol.gov

Capital chain

This record sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

›Connections

every published relationship on the graph

+21 connections on the graph

Includes 3 days of DFX Intelligence. Then $249/month unless canceled.