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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Institutional manager
T•••••••• W•••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
26
filed Mar 25, 2025
ADV institutional RAUM
$641M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$3.0B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.19; discretionary RAUM $3.0B. 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
3 rows, $85,821 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| O•••••••• E•••••••• ••• • W•••••• C••••••••• A••••••••• I••• P•••••• T•••• F••• | 2024 | 28 50 | NONE | $26,207 |
| O•••••••• E•••••••• ••• • W•••••• C••••••••• A••••••••• I••• P•••••• T•••• F••• | 2023 | 28 50 | NONE | $30,809 |
| C••••••• C••••• M••••• P•••••• T•••• F••• | 2023 | 28 50 | NONE | $28,805 |
Form ADV readings
- institutional clients 26 Mar 25, 2025 reported
- pension plan clients 26 Mar 25, 2025 reported
- raum discretionary $3.0B Mar 25, 2025 reported
- raum institutional $641M Mar 25, 2025 reported
- raum total $3.4B Mar 25, 2025 reported
What changed
- T•••••••• Wealth appears on C••••••• C••••• M••••• P•••••• T•••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with T•••••••• W•••••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedO•••••••• E•••••••• ••• • W•••••• C••••••••• A••••••••• I••• P•••••• T•••• F•••T•••••••• Wealth appears on O•••••••• E•••••••• ••• • W•••••• C••••••••• A••••••••• I••• P•••••• T•••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with T•••••••• W•••••• L••askebsa.dol.gov