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
B••••• B•••••• • T••••
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
- S••••••• H••••• C••• S••••• E••••••••• P•••••• P••• Discretionary trusteethrough Dec 31, 2022
Schedule C rows
3 rows, $72,409 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| S••••••• H••••• C••• S••••• E••••••••• P•••••• P••• | 2022 | 24 | NONE | $42,264 |
| O••••••••• C••• B•••••• P•••••• P••• | 2022 | 28 51 52 59 62 | RECORDKEEPER | $30,145 |
| T•• C•••• P•••••• P••• | 2022 | 52 | INVESTMENT PROVIDER |
What changed
- B••••• B•••••• • T•••• Company no longer appears on O••••••••• C••• B•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with B••••• B•••••• • T••••askebsa.dol.gov