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••• o• A•••••• N•••
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
- A••••••• R••• E••••• G•••• L•• P•••••• P••• General consultantthrough Dec 31, 2024 Form 5500
Other roles
6 allocators
- H••••••••• • V••• C•••••• C••••••••• B•••••••• P•••••• P••• Trusteethrough Dec 31, 2023
- H••••••••• • V••• C•••••• R••••••••• P••• Trusteethrough Dec 31, 2023
- T•• O•••••• C••••••• C••••••••• R••••••••• P••• Trusteethrough Dec 31, 2022
- P••••••• R••••••••• P••• Trusteethrough Dec 31, 2022
- C•••••• F••••••••• L•• P•••••• P••• a•• T•••• Trusteethrough Dec 31, 2022
- C•••••••• I••• E••••••••• P•••••• P••• Trusteethrough Dec 31, 2022
Schedule C rows
15 rows, $1.0M direct compensation as filed
What changed
- B••• o• A•••••• N••• appears on A••••••• R••• E••••• G•••• L•• P•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)with B••• o• A•••••• N•••askebsa.dol.gov