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
W••••••••• T••••
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
- T••• L••••• U•••• L•••• N•• 5• N• P•••••• F••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocators
- P••••••• • S••••••••• P•••••• F••• L•••• U•••• 3•• Custodianthrough Dec 31, 2022
Schedule C rows
9 rows, $270,107 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| P••••••• • S••••••••• P•••••• F••• L•••• U•••• 3•• | 2024 | 19 51 | NONE | $74,017 |
| T••• L••••• U•••• L•••• N•• 5• N• P•••••• F••• | 2024 | 27 | NONE | $15,000 |
| P•••••• P••• o• S••••••••• P•••••• F••• 4•• | 2024 | 28 51 | INVESTMENT MANAGEMENT | |
| P••••••• • S••••••••• P•••••• F••• L•••• U•••• 3•• | 2023 | 19 51 | NONE | $56,249 |
| T••• L••••• U•••• L•••• N•• 5• N• P•••••• F••• | 2023 | 27 | NONE | $15,000 |
| P•••••• P••• o• S••••••••• P•••••• F••• 4•• | 2023 | 28 51 | INVESTMENT MANAGEMENT | |
| T••• L••••• U•••• L•••• N•• 5• N• P•••••• F••• | 2022 | 27 | NONE | $51,043 |
| P••••••• • S••••••••• P•••••• F••• L•••• U•••• 3•• | 2022 | 19 51 | NONE | $48,153 |
| P•••••• P••• o• S••••••••• P•••••• F••• 4•• | 2022 | 28 51 | NONE | $10,645 |
What changed
No dated events.