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••••••• I•••••••••
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
- C••••••• M•••••• C••••• P•••••• P••• Investment adviser (plan)through Jun 30, 2025 Form 5500
Schedule C rows
3 rows, $139,812 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| C••••••• M•••••• C••••• P•••••• P••• | 2024 | 27 | ADVISORY | $54,161 |
| C••••••• M•••••• C••••• P•••••• P••• | 2023 | 28 51 | NONE | $47,847 |
| C••••••• M•••••• C••••• P•••••• P••• | 2022 | 28 51 | NONE | $37,804 |
What changed
- P••••••• U•••• L•••• N•• 5• P•••••• P••• no longer reports Mondrian Global Fixed Income Fund (M••••••• I•••••••••) (last held $4M at 2023-04-30; absent from the 2024-04-30 filing)with M••••••• I•••••••••askebsa.dol.gov