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••• W••••••••

unclassifiedOH
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
Other roles
1 allocators
Schedule C rows
10 rows, $208,174 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
B•• L•••• U•••• 1• P•••••• F•••202428 51INVESTMENT MANAGER$37,579
W••• V••••••• L••••••• P•••••• T•••• F•••202451INVESTMENT MANAGER$23,921
P••••••• • S••••••••• L•••• 2••• P•••••• T•••• P•••202428NONE$9,946
S•••• M•••• W•••••• L•••• N•• 4• P•••••• P•••202419 28NONE$6,970
B•• L•••• U•••• 1• P•••••• F•••202328 51INVESTMENT MANAGER$42,238
P••••••• • S••••••••• L•••• 2••• P•••••• T•••• P•••202327INVESTMENT MANAGER$12,983
S•••• M•••• W•••••• L•••• N•• 4• P•••••• P•••202319 28NONE$7,045
B•• L•••• U•••• 1• P•••••• F•••202228 51INVESTMENT MANAGER$44,772
P••••••• • S••••••••• L•••• 2••• P•••••• T•••• P•••202228INVESTMENT MANAGER$11,861
S•••• M•••• W•••••• L•••• N•• 4• P•••••• P•••202219 28NONE$10,859
What changed
No dated events.