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
K••••• A••••••••
unclassified
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
3 allocators
- I• a• T• S• E• N••••••• P•••••• F••• Actuarythrough Dec 31, 2024
- I••••••••• U•••• o• T••• D•• a•• M••• M••••• P•••••• P••• Actuarythrough Dec 31, 2022
- P•••••• F••• o• S•••• E•••••••• L•••• 4• I•••• Actuarythrough Dec 31, 2022
Schedule C rows
6 rows, $105,218 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| I••••••••• U•••• o• T••• D•• a•• M••• M••••• P•••••• P••• | 2024 | 11 50 | NONE | $13,350 |
| I• a• T• S• E• N••••••• P•••••• F••• | 2024 | 11 16 50 | NONE | $11,288 |
| P•••••• F••• o• S•••• E•••••••• L•••• 4• I•••• | 2023 | 11 50 | NONE | $22,847 |
| I••••••••• U•••• o• T••• D•• a•• M••• M••••• P•••••• P••• | 2023 | 11 50 | NONE | $10,344 |
| P•••••• F••• o• S•••• E•••••••• L•••• 4• I•••• | 2022 | 11 50 | NONE | $37,451 |
| I••••••••• U•••• o• T••• D•• a•• M••• M••••• P•••••• P••• | 2022 | 11 | ACTUARY | $9,938 |
What changed
- Dec 31, 2024Consultant changedinferenceI• a• T• S• E• N••••••• P•••••• F•••K••••• A•••••••• appears on I• a• T• S• E• N••••••• P•••••• F•••'s Schedule C as general consultant (p••• year 2024 vs 2023)with K••••• A••••••••askebsa.dol.gov