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
H••••••••• N••••••• B•••
unclassifiedOH
Advisory clients on the tape
1
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
1 allocators
- L•••••• M••••••• H••••••• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
6 allocators
- I••••••• L•••• 5•• P•••••• F••• Custodianthrough Oct 31, 2024
- B•••••• S••••••••• • O••••••••• I••••••••• L•••• 2•• P•••••• F••• Custodianthrough Dec 31, 2023
- B•• L•••• 2• N•••• S•••• C•••••• P•••••• F••• Trusteethrough Feb 28, 2023
- R••••••••• P•••••• P••• f•• E•••••••• o• E••••• M•••••••• I••• Custodianthrough Dec 31, 2022
- M•••••••• M••••• R••••••••• P••• Trusteethrough Dec 31, 2022
- R••••••••• P••• f•• E•• o• O••• V••••• E••••••• C••••••••• E••••••• C••• Custodianthrough Dec 31, 2022
Schedule C rows
12 rows, $600,418 direct compensation as filed
What changed
No dated events.