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
B••• C•••••••••
unclassifiedFL
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
2 allocators
- A••• J•••••• I••• R••••••••• P••• Actuarythrough Dec 31, 2024
- S•••• M•••• W•••••• L•••• U•••• N•• 1• S••••••••• P•••••• P••• Actuarythrough Dec 31, 2022
Schedule C rows
4 rows, $424,368 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| S•••• M•••• W•••••• L•••• U•••• N•• 1• S••••••••• P•••••• P••• | 2024 | 11 50 | NONE | $126,041 |
| A••• J•••••• I••• R••••••••• P••• | 2024 | 11 50 | NONE | $39,484 |
| S•••• M•••• W•••••• L•••• U•••• N•• 1• S••••••••• P•••••• P••• | 2023 | 11 50 | NONE | $115,716 |
| S•••• M•••• W•••••• L•••• U•••• N•• 1• S••••••••• P•••••• P••• | 2022 | 11 50 | NONE | $143,127 |
What changed
No dated events.