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.
unclassified
C••• 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
- M••••••• M•••••• M••••• I•••••••• C•••••• E••••••• R••••••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- M••••••• H••••• a•• H••••••• A••••••••• S•••• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
2 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| M••••••• M•••••• M••••• I•••••••• C•••••• E••••••• R••••••••• P••• | 2022 | 27 99 | INVESTMENT ADVISORY | |
| M••••••• H••••• a•• H••••••• A••••••••• S•••• P•••••• P••• | 2022 | 27 99 | INVESTMENT ADVISORY |
What changed
- Dec 31, 2023Consultant changedinferenceM••••••• M•••••• M••••• I•••••••• C•••••• E••••••• R••••••••• P•••C••• L•• no longer appears on M••••••• M•••••• M••••• I•••••••• C•••••• E••••••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with C••• L••askebsa.dol.gov
- C••• L•• no longer appears on M••••••• H••••• a•• H••••••• A••••••••• S•••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with C••• L••askebsa.dol.gov