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
A•••• L••
unclassified
Advisory clients on the tape
4
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
4 allocators
- R••••••••• S••••••• P••• General consultantthrough Dec 31, 2024 Form 5500
- P•••••••• C••• B•••••• P••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- M••••••• R••••••••• P••• Pension consultantthrough Oct 31, 2023 Form 5500
- I••••••••• H••••••••• P•••••• P••• Pension consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
8 rows, $1.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| M••••••• R••••••••• P••• | 2024 | 17 50 | NONE | $329,294 |
| R••••••••• S••••••• P••• | 2024 | 16 50 | CONSULTANT | $274,502 |
| I••••••••• H••••••••• P•••••• P••• | 2024 | 17 | NONE | $92,000 |
| P•••••••• C••• B•••••• P••• | 2024 | 27 51 | INVESTMENT ADVISORY | $21,010 |
| N•••••••• H••••• P•••••• P••• | 2024 | 28 | NONE | $12,180 |
| M••••••• R••••••••• P••• | 2023 | 17 50 | NONE | $298,151 |
| M••••••• R••••••••• P••• | 2022 | 17 50 | NONE | $311,281 |
| I••••••••• H••••••••• P•••••• P••• | 2022 | 17 27 50 70 | NONE | $143,000 |
What changed
- Aksia appears on P•••••••• C••• B•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with A•••• L••askebsa.dol.gov
- Aksia LLC appears on N•••••••• H••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with A•••• L••askebsa.dol.gov
- Aksia LLC appears on I••••••••• H••••••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with A•••• L••askebsa.dol.gov
- A•••• L•• appears on R••••••••• S••••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)with A•••• L••askebsa.dol.gov
- Aksia LLC no longer appears on I••••••••• H••••••••• P•••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with A•••• L••askebsa.dol.gov