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
C•••
unclassified
Advisory clients on the tape
2
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
2 allocators
- G••• R••••• I••• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- F••••••••• C•••••• P•••••• P••• Investment adviser (plan)through Dec 30, 2021 Form 5500
Schedule C rows
5 rows, $1.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| G••• R••••• I••• P•••••• P••• | 2024 | 27 50 | INVESTMENT ADVISORY | $210,855 |
| G••• R••••• I••• P•••••• P••• | 2023 | 27 50 | INVESTMENT ADVISORY | $304,189 |
| F••••••••• C•••••• P•••••• P••• | 2023 | 27 28 51 | INVESTMENT ADVISOR | $64,239 |
| G••• R••••• I••• P•••••• P••• | 2022 | 27 50 | INVESTMENT ADVISORY | $418,406 |
| N• P•••• P•••••• P••• f•• B•••••••• H••••• E•••••••• | 2022 | 28 50 | INVESTMENT MANAGEMENT | $15,000 |
What changed
No dated events.