DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
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Institutional manager
D••••• W•••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
24
filed Mar 28, 2023
ADV institutional RAUM
$113M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.3B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.09; discretionary RAUM $1.3B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Schedule C rows
2 rows, $27,067 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| P••• P•••••••• C•••••••• I••• P••••••••• a•• M••••••••• E••••••••• P•••••• P••• | 2023 | 28 51 | NONE | $8,756 |
| P••• P•••••••• C•••••••• I••• P••••••••• a•• M••••••••• E••••••••• P•••••• P••• | 2022 | 28 51 | NONE | $18,311 |
Form ADV readings
- charity clients 15 Mar 28, 2023 reported
- institutional clients 24 Mar 28, 2023 reported
- pension plan clients 9 Mar 28, 2023 reported
- raum discretionary $1.3B Mar 28, 2023 reported
- raum institutional $113M Mar 28, 2023 reported
- raum total $1.3B Mar 28, 2023 reported
What changed
- Dec 31, 2024Manager relationship endedinferenceP••• P•••••••• C•••••••• I••• P••••••••• a•• M••••••••• E••••••••• P•••••• P•••D••••• Wealth no longer appears on P••• P•••••••• C•••••••• I••• P••••••••• a•• M••••••••• E••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with D••••• W•••••• L••askebsa.dol.gov