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.

unclassified

Select Equity Group, L.P

unclassifiedNY

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

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

Retirement Plan of Carilion Clinic Investment adviser (plan)through Sep 30, 2023 Form 5500
The Metropolitan Museum of Art Retirement Plan for Covered Union Employees Investment adviser (plan)through Jun 30, 2023 Form 5500

Schedule C rows

2 rows, $305,194 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
Retirement Plan of Carilion Clinic	2022	27 28	NONE	$250,581
The Metropolitan Museum of Art Retirement Plan for Covered Union Employees	2022	27 28 51	NONE	$54,613

What changed

Dec 31, 2023Manager relationship endedinferenceThe Metropolitan Museum of Art Retirement Plan for Covered Union Employees
Select Equity Group, L.P no longer appears on The Metropolitan Museum of Art Retirement Plan for Covered Union Employees's Schedule C as investment manager (plan year 2023 vs 2022)
with Select Equity Group, L.Paskebsa.dol.gov
Dec 31, 2023Manager relationship endedinferenceRetirement Plan of Carilion Clinic
Select Equity no longer appears on Retirement Plan of Carilion Clinic's Schedule C as investment manager (plan year 2023 vs 2022)
with Select Equity Group, L.Paskebsa.dol.gov