This manager's name, 3 more allocators, 1 more fund, 9 more corporate plans and 7 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.
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Private markets manager
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Modern Woodmen of America Employees' Retirement Plan | 3 | 0 | Pooled vehicles | Dec 31, 2022 | Dec 31, 2024 | |
| Enbridge Employee Services, Inc. Employees' Pension Plan | 3 | 0 | Public equity | Dec 31, 2022 | Dec 31, 2024 | |
| Deseret Mutual Master Retirement Plan | 1 | 0 | Pooled vehicles | Dec 31, 2024 | Dec 31, 2024 |
+3 more allocators back this manager
Every name, record and relationship behind this count, with the source on each.
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- A fund of this manager4 rows
- A fund of this manager3 rows
- A fund of this manager2 rows
+1 more fund on the tape
Every name, record and relationship behind this count, with the source on each.
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- Deseret Mutual Master Retirement Planplan years
- Zoological Society of San Diego Restated Pension Plan for Union Employeesplan years
- Modern Woodmen of America Employees' Retirement Planplan years
+9 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.
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Deseret Mutual Master Retirement Plan | A fund of this managercollective trust | Pooled vehicles | $12.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Modern Woodmen of America Employees' Retirement Plan | A fund of this managercollective trust | Pooled vehicles | $9.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Enbridge Employee Services, Inc. Employees' Pension Plan | A fund of this managercollective trust | Public equity | $25.0M held | Disclosed holding | askebsa.dol.gov |
+7 more commitment rows
Every name, record and relationship behind this count, with the source on each.
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- Affinity Investment Advisors no longer appears on Hawaii Electricians Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with this manageraskebsa.dol.gov
- with this manageraskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceEmployer-Industrial Sheet Metal Workers Local 16 Pension Trustwith this manageraskebsa.dol.gov
This record is the same institution as 1 record in Independent Sponsors.
The joined record opens with the product, beside every other relationship on this page.
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This record sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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›Connections
every published relationship on the graph
+14 connections on the graph
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