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
P•• C•••••••••
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
- P•••••• F••• o• L•••• N•• O•• o• I• a• T• S• E• Investment adviser (plan)through Dec 31, 2023 Form 5500
Other roles
2 allocators
- H••••••••• R••••••••• P••• Actuarythrough Dec 31, 2024
- P••••• T•••• L•••••• C••• L• H••••• P•••••• P••• Actuarythrough Dec 31, 2024
Schedule C rows
4 rows, $430,340 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| H••••••••• R••••••••• P••• | 2024 | 11 | NONE | $255,450 |
| P••••• T•••• L•••••• C••• L• H••••• P•••••• P••• | 2024 | 11 | PLAN ACTUARY | $103,340 |
| P•••••• F••• o• L•••• N•• O•• o• I• a• T• S• E• | 2024 | 27 50 | NONE | $25,837 |
| P•••••• F••• o• L•••• N•• O•• o• I• a• T• S• E• | 2023 | 27 50 | NONE | $45,713 |
What changed
- P•• C••••••••• appears on P•••••• F••• o• L•••• N•• O•• o• I• a• T• S• E•'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with P•• C•••••••••askebsa.dol.gov