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

S••••

unclassified
Advisory clients on the tape
3
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
3 allocators
Schedule C rows
6 rows, $301,628 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
N••••••• E••••••••• B•••••• F•••202516 50NONE$111,601
N••••••• E••••••••• B•••••• F•••202416 50NONE$77,429
P••••••• H••••••••• • B•••••• P••• o• t•• E••••••••• I••••••• • P•••••• T•••• A•••202416 50NONE$55,281
E•••••••• S••••••• F••• o• t•• E••• I•• P•••••• P•••202416 50NONE$8,298
P••••••• H••••••••• • B•••••• P••• o• t•• E••••••••• I••••••• • P•••••• T•••• A•••202316 50NONE$29,478
P••••••• H••••••••• • B•••••• P••• o• t•• E••••••••• I••••••• • P•••••• T•••• A•••202216 50NONE$19,541
What changed