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.

unclassified

Hsbc

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
Schedule C rows
6 rows, $271,907 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Sabin Metal Corp. Retirement Plan202427NONE$59,186
Retirement Plan of Carilion Clinic202428 50NONE$10,350
Sabin Metal Corp. Retirement Plan202327NONE$90,707
Retirement Plan of Carilion Clinic202328 50NONE$6,750
Sabin Metal Corp. Retirement Plan202227NONE$98,164
Retirement Plan of Carilion Clinic202228NONE$6,750
What changed
No dated events.