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
U••
unclassified
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
- W•••••• F••• B••••• P•••••• P••• Investment adviser (plan)through Dec 31, 2024 Form 5500
Other roles
1 allocators
- B••••• A•••••• C•• S••••••• I••• P•••••• P••• Actuarythrough Dec 31, 2022
Schedule C rows
4 rows, $172,667 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| B••••• A•••••• C•• S••••••• I••• P•••••• P••• | 2024 | 11 50 | NONE | $43,650 |
| W•••••• F••• B••••• P•••••• P••• | 2024 | 27 | INVESTMENT ADVISOR | $37,211 |
| B••••• A•••••• C•• S••••••• I••• P•••••• P••• | 2023 | 11 50 | NONE | $54,510 |
| B••••• A•••••• C•• S••••••• I••• P•••••• P••• | 2022 | 11 50 | NONE | $37,296 |
What changed
- Usi appears on W•••••• F••• B••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with U••askebsa.dol.gov