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
T• R••• P••••
unclassified
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
1 allocators
- A••• E••••••••• P•••••• P••• Trusteethrough Dec 31, 2022
Schedule C rows
38 rows, $1.5M direct compensation as filed
What changed
- T. R••• P•••• Associates, Inc. no longer appears on S••••••• B•••••• C•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2025 vs 2024)with T• R••• P••••askebsa.dol.gov
- C•••• E•••••••• C••••••••• R••••••••• P••• no longer reports T. R••• P•••• Structured Common Tr (T• R••• P••••) (last held $47M at 2024-03-31; absent from the 2025-03-31 filing)with T• R••• P••••askebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceR••••••••• P••• f•• H••••• a•• S••••••• E•••••••• o• D•••••• I•••T. R••• P•••• Associates, Inc. no longer appears on R••••••••• P••• f•• H••••• a•• S••••••• E•••••••• o• D•••••• I•••'s Schedule C as investment manager (plan year 2024 vs 2023)with T• R••• P••••askebsa.dol.gov
- T. R••• P•••• Associates, Inc. no longer appears on H••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with T• R••• P••••askebsa.dol.gov
- T• R••• P•••• Group, Inc appears on E••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with T• R••• P••••askebsa.dol.gov
- T. R••• P•••• Associates, Inc. no longer appears on L•••• P•••••••• I••• C••••••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with T• R••• P••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedR••••••••• P••• f•• H••••• a•• S••••••• E•••••••• o• D•••••• I•••T. R••• P•••• Associates, Inc. appears on R••••••••• P••• f•• H••••• a•• S••••••• E•••••••• o• D•••••• I•••'s Schedule C as investment manager (plan year 2023 vs 2022)with T• R••• P••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceW••••••••• P••••••••• M•••••• G•••• C••• B•••••• P•••••• P•••T• R••• P•••• no longer appears on W••••••••• P••••••••• M•••••• G•••• C••• B•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with T• R••• P••••askebsa.dol.gov
- T. R••• P•••• Associates, Inc. no longer appears on J••••• S•••• S•••• B••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with T• R••• P••••askebsa.dol.gov