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
H•••••• B•••
unclassifiedMS
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
1 allocators
- L•••• U•••• 9•• I••••••• P•••••• P••• Custodianthrough Nov 30, 2023
Schedule C rows
3 rows, $67,112 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| L•••• U•••• 9•• I••••••• P•••••• P••• | 2024 | 19 | INVESTMENT CUSTODIAN | $25,487 |
| L•••• U•••• 9•• I••••••• P•••••• P••• | 2023 | 19 | INVESTMENT CUSTODIAN | $22,089 |
| L•••• U•••• 9•• I••••••• P•••••• P••• | 2022 | 19 | INVESTMENT CUSTODIAN | $19,536 |
What changed
No dated events.