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•••••• N•
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
2 allocators
- I••• W•••••• D••••••• C•••••• o• S• O• • V••••••• P•••••• T•••• Custodianthrough Jan 31, 2023
- N•••••••• O••• A••• I••••••••• U•• R••••••••• I••••• P••• Directed trusteethrough Dec 31, 2022
Schedule C rows
2 rows, $22,206 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| N•••••••• O••• A••• I••••••••• U•• R••••••••• I••••• P••• | 2025 | 25 | NONE | $16,706 |
| I••• W•••••• D••••••• C•••••• o• S• O• • V••••••• P•••••• T•••• | 2022 | 10 19 50 59 99 | NONE | $5,500 |
What changed
No dated events.