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••••••••• P•••••••
unclassified
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
- L•••••••• G•••••• H••••• D•••••• B•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
5 rows, $616,673 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| I••••••• L•••• 1•• P•••••• F••• | 2024 | 28 | NONE | $106,220 |
| H••••••••• M•••• C••••••• a•• T•••••••• P•••••• P••• | 2024 | 28 52 | NONE | |
| I••••••• L•••• 1•• P•••••• F••• | 2023 | 28 | NONE | $29,732 |
| L•••••••• G•••••• H••••• D•••••• B•••••• P••• | 2022 | 27 50 | INV ADVISOR | $307,550 |
| I•••••• C••••••••• P•••••• F••• | 2022 | 28 51 | NONE | $173,171 |
What changed
- B••••••••• Inc appears on H••••••••• M•••• C••••••• a•• T•••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with B••••••••• P•••••••askebsa.dol.gov
- The B••••••••• Group, LP no longer appears on I•••••• C••••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B••••••••• P•••••••askebsa.dol.gov
- B••••••••• P••••••• appears on I••••••• L•••• 1•• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B••••••••• P•••••••askebsa.dol.gov