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
P••••••• I•••••••••
unclassifiedIL
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
- P••••••• C••••• A••••••••• R••••••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
5 rows, $337,685 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| P••••••• C••••• A••••••••• R••••••••• P••• | 2024 | 27 | NONE | $61,447 |
| P••••••• C••••• A••••••••• R••••••••• P••• | 2023 | 27 | NONE | $79,126 |
| C••••••••• T••••••••• L••••••••• I••• R••••••••• P••• | 2023 | 28 50 51 | NONE | $57,115 |
| P••••••• C••••• A••••••••• R••••••••• P••• | 2022 | 27 | NONE | $81,390 |
| C••••••••• T••••••••• L••••••••• I••• R••••••••• P••• | 2022 | 28 50 51 | INVESTMENT MANAGER | $58,607 |
What changed
- Dec 31, 2024Manager relationship endedinferenceC••••••••• T••••••••• L••••••••• I••• R••••••••• P•••P••••••• I••••••••• LLC no longer appears on C••••••••• T••••••••• L••••••••• I••• R••••••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with P••••••• I•••••••••askebsa.dol.gov