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
S••••• C••••••
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
- B•••• H••••• C•••••• P•••••• P••• General consultantthrough Dec 31, 2024 Form 5500
- R••••••••• P••• f•• E•••••••• o• L••••• G•••• L•• General consultantthrough Dec 31, 2023 Form 5500
Schedule C rows
2 rows, $78,122 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| B•••• H••••• C•••••• P•••••• P••• | 2024 | 16 | CONSULTG | $30,578 |
| R••••••••• P••• f•• E•••••••• o• L••••• G•••• L•• | 2023 | 16 50 | CONSULTG | $47,544 |
What changed
- S••••• C•••••• appears on B•••• H••••• C•••••• P•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)with S••••• C••••••askebsa.dol.gov
- S••••• C•••••• appears on R••••••••• P••• f•• E•••••••• o• L••••• G•••• L••'s Schedule C as general consultant (plan year 2023 vs 2022)with S••••• C••••••askebsa.dol.gov