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•••••••• N•••
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••••• G••••• • R•••••• L•• P•••••• P••• Investment adviser (plan)through Jun 30, 2023 Form 5500
Schedule C rows
5 rows, $495,793 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| C••••• G••••• • R•••••• L•• P•••••• P••• | 2024 | 27 50 71 72 | NONE | |
| G•••• V••• H••••••• R••••••••• I••••• P••• | 2023 | 28 51 | NONE | $227,152 |
| C••••• G••••• • R•••••• L•• P•••••• P••• | 2023 | 27 50 71 72 | NONE | |
| G•••• V••• H••••••• R••••••••• I••••• P••• | 2022 | 28 51 | NONE | $268,641 |
| C••••• G••••• • R•••••• L•• P•••••• P••• | 2022 | 27 50 71 72 | NONE |
What changed
- C••••••• N.A. no longer appears on G•••• V••• H••••••• R••••••••• I••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with C•••••••• N•••askebsa.dol.gov