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
B••••• Y•••
unclassifiedDC
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
- U••••• M••• W•••••• o• A•••••• 1••• P•••••• P••• General consultantthrough Jun 30, 2023 Form 5500
Schedule C rows
3 rows, $169,616 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| U••••• M••• W•••••• o• A•••••• 1••• P•••••• P••• | 2024 | 16 70 | NONE | $68,424 |
| U••••• M••• W•••••• o• A•••••• 1••• P•••••• P••• | 2023 | 16 50 | NONE | $66,585 |
| U••••• M••• W•••••• o• A•••••• 1••• P•••••• P••• | 2022 | 16 50 | NONE | $34,607 |
What changed
No dated events.