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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
unclassified
U••
unclassifiedKY
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
- P••••••• • S••••••••• L•••• N•• 4•• P•••••• T•••• F••• Pension consultantthrough Jun 30, 2023 Form 5500
- P••••••• • S••••••••• L•••• 2••• P•••••• T•••• P••• Pension consultantthrough Mar 31, 2023 Form 5500
Schedule C rows
5 rows, $103,810 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| P••••••• • S••••••••• L•••• N•• 4•• P•••••• T•••• F••• | 2024 | 17 | NONE | $14,890 |
| P••••••• • S••••••••• L•••• 2••• P•••••• T•••• P••• | 2023 | 13 17 | CONTRACT ADMINISTRATOR | $33,513 |
| P••••••• • S••••••••• L•••• N•• 4•• P•••••• T•••• F••• | 2023 | 17 | CONSULTING | $11,752 |
| P••••••• • S••••••••• L•••• 2••• P•••••• T•••• P••• | 2022 | 13 17 | CONTRACT ADMINISTRATOR | $32,170 |
| P••••••• • S••••••••• L•••• N•• 4•• P•••••• T•••• F••• | 2022 | 17 | CONSULTING | $11,485 |
What changed
- Umr no longer appears on P••••••• • S••••••••• L•••• 2••• P•••••• T•••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with U••askebsa.dol.gov