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
T•••• S••••••
unclassified
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
- R••••••••• P••• f•• H••••• R•••• E•••••••• o• A••• P••••••• I• I••• Investment adviser (plan)through Nov 30, 2024 Form 5500
Schedule C rows
1 rows, $20,027 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| R••••••••• P••• f•• H••••• R•••• E•••••••• o• A••• P••••••• I• I••• | 2023 | 27 50 | INVESTMENT ADVISOR | $20,027 |
What changed
- Dec 31, 2023Consultant changedinferenceR••••••••• P••• f•• H••••• R•••• E•••••••• o• A••• P••••••• I• I•••T•••• S•••••• appears on R••••••••• P••• f•• H••••• R•••• E•••••••• o• A••• P••••••• I• I•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with T•••• S••••••askebsa.dol.gov