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••••••• F••••••••
unclassifiedMI
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
- Q•••••• S••••••••• I••• H••••• E•••••••• R••••••••• P••• Custodianthrough Dec 31, 2023
Schedule C rows
2 rows, $55,690 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Q•••••• S••••••••• I••• H••••• E•••••••• R••••••••• P••• | 2024 | 19 27 50 | INVESTMENT ADVISOR | $28,563 |
| Q•••••• S••••••••• I••• H••••• E•••••••• R••••••••• P••• | 2023 | 19 27 50 | INVESTMENT ADVISOR | $27,127 |
What changed
- C••••••• F•••••••• appears on Q•••••• S••••••••• I••• H••••• E•••••••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with C••••••• F••••••••askebsa.dol.gov