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
N•••••••••
unclassifiedOH
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
2 allocators
- S•• D•••• B•••• B••• R••••••• P•••••• P••• Custodianthrough Jun 30, 2023
- M••••• O••• P••• C••• B•••••• P•••••• P••• Custodianthrough Dec 31, 2022
Schedule C rows
7 rows, $316,620 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| M••••• O••• P••• C••• B•••••• P•••••• P••• | 2024 | 15 18 19 49 59 60 63 64 99 | NONE | |
| M••••• O••• P••• C••• B•••••• P•••••• P••• | 2023 | 15 18 19 49 59 60 63 64 99 | NONE | $73,149 |
| S••••• S••••••• R••••••••• P••• | 2023 | 28 64 | N/A | $39,279 |
| S•• D•••• B•••• B••• R••••••• P•••••• P••• | 2023 | 19 27 | NONE | $34,336 |
| S••••• S••••••• R••••••••• P••• | 2022 | 28 64 | N/A | $69,644 |
| M••••• O••• P••• C••• B•••••• P•••••• P••• | 2022 | 15 18 19 49 59 60 63 64 99 | NONE | $63,676 |
| S•• D•••• B•••• B••• R••••••• P•••••• P••• | 2022 | 19 27 | NONE | $36,536 |
What changed
- N••••••••• no longer appears on S••••• S••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with N•••••••••askebsa.dol.gov