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
W••••• S•••• • P••••••• L••
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
1 allocators
- A••••••••• a•• R••••••••• I••••••• R••••••••• T•••• F••• Custodianthrough Dec 31, 2022
Schedule C rows
88 rows, $43.2M direct compensation as filed
What changed
- W••••• S•••• & Partners Limited no longer appears on L•••• N••••••• ••••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2025 vs 2024)with W••••• S•••• • P••••••• L••askebsa.dol.gov
- W••••• S•••• & Partners Limited appears on S••••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with W••••• S•••• • P••••••• L••askebsa.dol.gov
- W••••• S•••• • P••••••• L•• no longer appears on L•••••••• L•••• ••• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with W••••• S•••• • P••••••• L••askebsa.dol.gov
- W••••• S•••• & Partners Limited appears on U•••• M••••••• H••••• C••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with W••••• S•••• • P••••••• L••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceS••••••• C••••••••• U••• U••••• a•• F••• E•••••••• J•••• P•••••• T•••• F•••W••••• S•••• • P••••••• L•• no longer appears on S••••••• C••••••••• U••• U••••• a•• F••• E•••••••• J•••• P•••••• T•••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with W••••• S•••• • P••••••• L••askebsa.dol.gov
- W••••• S•••• no longer appears on N•••••• M••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with W••••• S•••• • P••••••• L••askebsa.dol.gov
- W••••• S•••• & Partners Limited no longer appears on T•••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with W••••• S•••• • P••••••• L••askebsa.dol.gov
- W••••• S•••• & Partners Limited no longer appears on G•••••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with W••••• S•••• • P••••••• L••askebsa.dol.gov