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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

unclassified

G••••••• I••••••••• M••••••••• 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
Schedule C rows
6 rows, $923,757 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
T•• C•••••••• P•••••• P•••202428 50 51NONE$254,840
T•• C•••••••• P•••••• P•••202328 50 51NONE$226,394
T•• A••••• C••••••••• P•••••• P•••202327 33 51 52 68 71NONE$59,126
T•• C•••••••• P•••••• P•••202228 50 51NONE$213,522
T•• A••••• C••••••••• P•••••• P•••202227 33 51 52 68 71NONE$113,926
T•• A••• C••• G•••• C••• V•••• P••• P•••••• P•••202228INV-MGMT$55,949
What changed
  • Dec 31, 2024Consultant changedinferenceT•• A••••• C••••••••• P•••••• P•••
    G••••••• I••••••••• M••••••••• I•• no longer appears on T•• A••••• C••••••••• P•••••• P•••'s Schedule C as investment adviser (p•••) (p••• year 2024 vs 2023)
    with G••••••• I••••••••• M••••••••• I••askebsa.dol.gov
  • Dec 31, 2023Manager relationship endedinferenceT•• A••• C••• G•••• C••• V•••• P••• P•••••• P•••
    G••••••• Investment Management, LLC no longer appears on T•• A••• C••• G•••• C••• V•••• P••• P•••••• P•••'s Schedule C as investment manager (p••• year 2023 vs 2022)
    with G••••••• I••••••••• M••••••••• I••askebsa.dol.gov