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
V••••
unclassifiedCA
Advisory clients on the tape
5
Schedule C, ACFR
Public-system clients
3
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
5 allocators
- T•••••••• C••••••••• R••••••••• S••••• General consultantthrough Jun 30, 2025 ACFR
- T••• P••••• E••••••• R••••••••• P••• General consultantthrough Jun 30, 2025 ACFR
- H•••••• P••••• O••••••• P•••••• S••••• General consultantthrough Jun 30, 2024 ACFR
- S••• P•••••••• • D•••••• I••••••• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- S•••••• P•••••• P••• S• General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $159,062 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| S••• P•••••••• • D•••••• I••••••• P•••••• P••• | 2024 | 27 50 | NONE | $76,667 |
| S••• P•••••••• • D•••••• I••••••• P•••••• P••• | 2022 | 27 50 | NONE | $75,000 |
| S•••••• P•••••• P••• S• | 2022 | 16 27 | CONSULTANT | $7,395 |
What changed
No dated events.