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
R•• C•••••••••
unclassifiedPA
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
4 allocators
- H••••••••• M•••• C••••••• a•• T•••••••• P•••••• P••• Actuarythrough Jun 30, 2025
- B•••••• I••••••• P•••••• P••• Actuarythrough Dec 31, 2024
- R••••••••• F••• o• t•• F•• M••••••••• I••••••• Actuarythrough Dec 31, 2023
- P••••••••• L•••• 8• P•••••• F••• Actuarythrough Apr 30, 2023
Schedule C rows
5 rows, $42,315 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| R••••••••• F••• o• t•• F•• M••••••••• I••••••• | 2024 | 11 50 | NONE | $9,159 |
| B•••••• I••••••• P•••••• P••• | 2024 | 11 | enrolled actuary | |
| H••••••••• M•••• C••••••• a•• T•••••••• P•••••• P••• | 2024 | 11 | enrolled actuary | |
| R••••••••• F••• o• t•• F•• M••••••••• I••••••• | 2023 | 11 50 | NONE | $8,156 |
| P••••••••• L•••• 8• P•••••• F••• | 2022 | 11 50 | NONE | $25,000 |
What changed
No dated events.