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.

unclassified

Joan Kendall

unclassifiedMD
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
Schedule C rows
2 rows, $36,027 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
National Electrical Benefit Fund202516 50 70FORMER EMPLOYEE$10,800
National Electrical Benefit Fund202416 50 70FORMER EMPLOYEE$25,227
What changed