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
E•••••••• • I•• N••• P•••• W••••••
unclassifiedNC
Advisory clients on the tape
1
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
1 allocators
- E•••••••• • I•• N••• P•••• P•••••• P••• Pension consultantthrough Sep 30, 2024 Form 5500
Schedule C rows
2 rows, $482,466 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| E•••••••• • I•• N••• P•••• P•••••• P••• | 2024 | 10 15 17 36 38 49 50 | AFFILIATED SERVICE FUND | $228,298 |
| E•••••••• • I•• N••• P•••• P•••••• P••• | 2023 | 10 15 17 36 38 49 50 | AFFILIATED SERVICE FUND | $254,168 |
What changed
- E•••••••• • I•• N••• P•••• W•••••• appears on E•••••••• • I•• N••• P•••• P•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with E•••••••• • I•• N••• P•••• W••••••askebsa.dol.gov