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
S•••••••• D•••• • C•• I•••
unclassified
Advisory clients on the tape
2
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
2 allocators
- R••••••••• P••• o• M••••••• O•• C•••••• General consultantthrough Aug 1, 2025 Form 5500
- U••••• M••• W•••••• o• A•••••• 1••• P•••••• P••• General consultantthrough Jun 30, 2023 Form 5500
Schedule C rows
6 rows, $157,741 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| R••••••••• P••• o• M••••••• O•• C•••••• | 2025 | 16 50 | N/A | $23,310 |
| R••••••••• P••• o• M••••••• O•• C•••••• | 2024 | 16 50 | NONE | $60,235 |
| U••••• M••• W•••••• o• A•••••• 1••• P•••••• P••• | 2023 | 16 49 | NONE | $13,514 |
| R••••••••• P••• o• M••••••• O•• C•••••• | 2023 | 16 50 | NONE | $6,780 |
| R••••••••• P••• o• M••••••• O•• C•••••• | 2022 | 16 50 | NONE | $36,302 |
| U••••• M••• W•••••• o• A•••••• 1••• P•••••• P••• | 2022 | 16 49 | NONE | $17,600 |
What changed
- Dec 31, 2024Consultant changedinferenceU••••• M••• W•••••• o• A•••••• 1••• P•••••• P•••S•••••••• D•••• & Co Inc no longer appears on U••••• M••• W•••••• o• A•••••• 1••• P•••••• P•••'s Schedule C as general consultant (p••• year 2024 vs 2023)with S•••••••• D•••• • C•• I•••askebsa.dol.gov