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
H•••• • H••••• L••
unclassified
Advisory clients on the tape
2
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
2 allocators
- W•• P•••••• P••• I• General consultantthrough Dec 31, 2022 Form 5500
- R••••••••• P•••••• P••• f•• E•••••••• o• J•• I••••••••• H••••••• L•• Pension consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
6 rows, $1.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| W•• P•••••• P••• I• | 2024 | 16 50 | PLAN SPONSOR | $433,598 |
| R••••••••• P•••••• P••• f•• E•••••••• o• J•• I••••••••• H••••••• L•• | 2024 | 17 50 | NONE | $74,905 |
| W•• P•••••• P••• I• | 2023 | 16 50 | PLAN SPONSOR | $294,887 |
| R••••••••• P•••••• P••• f•• E•••••••• o• J•• I••••••••• H••••••• L•• | 2023 | 17 50 | NONE | $97,484 |
| W•• P•••••• P••• I• | 2022 | 16 50 | PLAN SPONSOR | $233,198 |
| R••••••••• P•••••• P••• f•• E•••••••• o• J•• I••••••••• H••••••• L•• | 2022 | 17 50 | NONE | $30,492 |
What changed
No dated events.