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

M•••••• L••••

unclassified
Advisory clients on the tape
3
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
3 allocators
Schedule C rows
11 rows, $1.0M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
S•••••• U• P•••••• P•••202427RETAINED BY EMPLOYER$183,750
L•••• 3•• W••••••• P•••••• T••••202428NONE$74,236
P••••••• • S••••••••• P•••••• F••• L•••• U•••• 3••202428 51NONE$24,500
C••••••• C••••••••• Q•••••••• R••••••••• P•••202427INVESTMENT ADVISOR$6,746
S•••••• U• P•••••• P•••202327RETAINED BY EMPLOYER$245,000
L•••• 3•• W••••••• P•••••• T••••202328NONE$61,620
P••••••• • S••••••••• P•••••• F••• L•••• U•••• 3••202328 51NONE$24,500
S•••••• U• P•••••• P•••202227RETAINED BY EMPLOYER$245,000
O••••• R••••••• M•••••• C••••• E••••••••• R••••••••• P•••202227 50INVESTMENT ADVISORY$89,043
L•••• 3•• W••••••• P•••••• T••••202228NONE$57,666
P••••••• • S••••••••• P•••••• F••• L•••• U•••• 3••202228 51NONE$24,500
What changed