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

R••••••

unclassifiedCT
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
8 rows, $662,585 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
S•••••• B•••• • D••••• P•••••• P•••202416NONE$185,000
P•••••• P••• f•• H••••• P••• E•••••••• o• S•••••• B•••• • D•••••• I•••202416NONE$22,895
C•• B•••••• L••••• U•••• P•••••• P•••202327NONE$152,100
S•••••• B•••• • D••••• P•••••• P•••202328NONE$72,555
P•••••• P••• f•• H••••• P••• E•••••••• o• S•••••• B•••• • D•••••• I•••202328NONE$10,603
S•••••• B•••• • D••••• P•••••• P•••202228NONE$146,986
C•• B•••••• L••••• U•••• P•••••• P•••202227NONE$51,000
P•••••• P••• f•• H••••• P••• E•••••••• o• S•••••• B•••• • D•••••• I•••202228NONE$21,446
What changed
  • Dec 31, 2024Consultant changedinferenceC•• B•••••• L••••• U•••• P•••••• P•••
    R•••••• no longer appears on C•• B•••••• L••••• U•••• P•••••• P•••'s Schedule C as investment adviser (p•••) (p••• year 2024 vs 2023)
    with R••••••askebsa.dol.gov