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•••••••••
unclassified
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
1 allocators
- J••• M••• H••••• R••••••••• P••• Trusteethrough Dec 31, 2022
Schedule C rows
9 rows, $318,572 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| J••• M••• H••••• R••••••••• P••• | 2024 | 21 50 | N/A | $38,114 |
| B•• L•••• U•••• 1• P•••••• F••• | 2024 | 28 51 | INVESTMENT MANAGER | $17,446 |
| R••••••••• P••• f•• E•••••••• o• C•••••• H••••••• | 2024 | 28 51 | NONE | $12,783 |
| J••• M••• H••••• R••••••••• P••• | 2023 | 21 50 | N/A | $54,398 |
| R••••••••• P••• f•• E•••••••• o• C•••••• H••••••• | 2023 | 28 51 | NONE | $30,944 |
| B•• L•••• U•••• 1• P•••••• F••• | 2023 | 28 51 | INVESTMENT MANAGER | $5,296 |
| J••• M••• H••••• R••••••••• P••• | 2022 | 21 50 | $68,151 | |
| S•••••••• C••••••••• P•••••• P••• | 2022 | 28 51 | NONE | $48,449 |
| R••••••••• P••• f•• E•••••••• o• C•••••• H••••••• | 2022 | 28 50 | NONE | $42,991 |
What changed
- B••••••••• Global Investment Mgmt no longer appears on S•••••••• C••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B•••••••••askebsa.dol.gov
- B••••••••• appears on B•• L•••• U•••• 1• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B•••••••••askebsa.dol.gov