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
R•••••••• F••••••
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
- P••• F•••••• C••••• U•••• D•••••• B•••••• P••• a•• T•••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
4 rows, $265,976 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| P••• F•••••• C••••• U•••• D•••••• B•••••• P••• a•• T•••• | 2024 | 27 51 | NONE | $49,730 |
| P••• F•••••• C••••• U•••• D•••••• B•••••• P••• a•• T•••• | 2023 | 27 51 | NONE | $55,867 |
| C•••••• T•••• • T•••• C•••••• P•••••• P••• | 2022 | 28 | NONE | $100,000 |
| P••• F•••••• C••••• U•••• D•••••• B•••••• P••• a•• T•••• | 2022 | 27 51 | NONE | $60,379 |
What changed
- RBC Wealth Management no longer appears on C•••••• T•••• • T•••• C•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with R•••••••• F••••••askebsa.dol.gov