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•••••••• I•••
unclassifiedAR
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
1
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••••••• P••••• E•••••••• R••••••••• S••••• •••••• Specialist consultantthrough Jun 30, 2025 ACFR
Other roles
1 allocators
- S•••••••• P•••• P•••• I••• R••••••••• P••• Trusteethrough Dec 31, 2022
Schedule C rows
3 rows, $883,725 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| S•••••••• P•••• P•••• I••• R••••••••• P••• | 2024 | 28 | NONE | $330,642 |
| S•••••••• P•••• P•••• I••• R••••••••• P••• | 2023 | 21 | NONE | $276,358 |
| S•••••••• P•••• P•••• I••• R••••••••• P••• | 2022 | 21 | NONE | $276,725 |
What changed
- S•••••••• I••• appears on S•••••••• P•••• P•••• I••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with S•••••••• I•••askebsa.dol.gov