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
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
- S••• L•••• 1• • P••••••••• E•••••••• P•••••• T•••• General consultantthrough Sep 30, 2024 Form 5500
- L••••••• P•••••• T•••• F••• f•• N••••••• C••••••••• Investment adviser (plan)through May 31, 2023 Form 5500
Schedule C rows
4 rows, $399,743 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| L••••••• P•••••• T•••• F••• f•• N••••••• C••••••••• | 2024 | 27 50 | NONE | $113,403 |
| L••••••• P•••••• T•••• F••• f•• N••••••• C••••••••• | 2023 | 27 50 | NONE | $121,447 |
| S••• L•••• 1• • P••••••••• E•••••••• P•••••• T•••• | 2023 | 16 | NONE | $7,000 |
| L••••••• P•••••• T•••• F••• f•• N••••••• C••••••••• | 2022 | 27 50 | NONE | $157,893 |
What changed
- C•••, Inc no longer appears on S••• L•••• 1• • P••••••••• E•••••••• P•••••• T••••'s Schedule C as general consultant (plan year 2024 vs 2023)with C•••askebsa.dol.gov
- C•••, Inc appears on S••• L•••• 1• • P••••••••• E•••••••• P•••••• T••••'s Schedule C as general consultant (plan year 2023 vs 2022)with C•••askebsa.dol.gov