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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unclassified
P••••• L••••••
unclassified
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
1 allocators
- C•••••• P•••••• F••• o• t•• I••• • P••••••••• E•••••••• Investment adviser (plan)through Jan 31, 2023 Form 5500
Schedule C rows
4 rows, $65,577 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| C•••••• P•••••• F••• o• t•• I••• • P••••••••• E•••••••• | 2024 | 27 | NONE | $18,407 |
| C•••••• P•••••• F••• o• t•• I••• • P••••••••• E•••••••• | 2023 | 27 | NONE | $17,530 |
| C•••••• P•••••• F••• o• t•• I••• • P••••••••• E•••••••• | 2022 | 27 | NONE | $16,695 |
| N•••••• E•••••• I••• E••••••• P•••••• P••• | 2022 | 28 51 | NONE | $12,945 |
What changed
- P••••• L•••••• no longer appears on N•••••• E•••••• I••• E••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with P••••• L••••••askebsa.dol.gov