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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Institutional manager
S•••••••• C•••••• A•••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
25
filed Jun 13, 2022
ADV institutional RAUM
$354M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$720M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.49; discretionary RAUM $720M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Schedule C rows
2 rows, $69,392 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| O•••••••• E•••••••• ••• • W•••••• C••••••••• A••••••••• I••• P•••••• T•••• F••• | 2022 | 28 50 | NONE | $40,120 |
| C••••••• C••••• M••••• P•••••• T•••• F••• | 2022 | 28 50 | NONE | $29,272 |
Form ADV readings
- charity clients 9 Jun 13, 2022 reported
- institutional clients 25 Jun 13, 2022 reported
- pension plan clients 16 Jun 13, 2022 reported
- raum discretionary $720M Jun 13, 2022 reported
- raum institutional $354M Jun 13, 2022 reported
- raum total $720M Jun 13, 2022 reported
What changed
- S•••••••• C•••••• A•••••••• I••• no longer appears on C••••••• C••••• M••••• P•••••• T•••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with S•••••••• C•••••• A•••••••• I•••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceO•••••••• E•••••••• ••• • W•••••• C••••••••• A••••••••• I••• P•••••• T•••• F•••S•••••••• C•••••• A•••••••• I••• no longer appears on O•••••••• E•••••••• ••• • W•••••• C••••••••• A••••••••• I••• P•••••• T•••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with S•••••••• C•••••• A•••••••• I•••askebsa.dol.gov