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
C••••• • C••••••• I•••
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
- L••••• P••• o• t•• N••••••• R••••••••• F••• General consultantthrough Dec 31, 2023 Form 5500
Schedule C rows
1 rows, $9,042 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| L••••• P••• o• t•• N••••••• R••••••••• F••• | 2023 | 16 50 | NONE | $9,042 |
What changed
- C••••• • C••••••• I••• no longer appears on L••••• P••• o• t•• N••••••• R••••••••• F•••'s Schedule C as general consultant (plan year 2024 vs 2023)with C••••• • C••••••• I•••askebsa.dol.gov
- C••••• • C••••••• I••• appears on L••••• P••• o• t•• N••••••• R••••••••• F•••'s Schedule C as general consultant (plan year 2023 vs 2022)with C••••• • C••••••• I•••askebsa.dol.gov