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

C•••••••

unclassifiedMA
Advisory clients on the tape
2
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
2 allocators
Other roles
2 allocators
Schedule C rows
6 rows, $73,651 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
R••• P•••••• f•• E•• o• V•••••• C••••••••• I•••202427NONE$5,721
E••••••••• R••••••••• P••• o• A•• I••••••••• L••202327NONE$29,475
R••• P•••••• f•• E•• o• V•••••• C••••••••• I•••202327NONE$9,240
R••• P•••••• f•• E•• o• V•••••• C••••••••• I•••202227NONE$23,693
A••••••• R•••••• I••• I••• S••••••• C•• L••• D•• E•• P•• P•••202214 21NONE$3,391
A••••••• R•••••• I••••••••• I••• E•• R••••••••• P••• o• S••••••• C•• L••• D•• B•••• M•202211 14NONE$2,131
What changed