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
K••••• C••••••• S•••••••
unclassified
Advisory clients on the tape
2
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
2 allocators
- S••• L•••• 1• • P••••••••• E•••••••• P•••••• T•••• General consultantthrough Sep 30, 2023 Form 5500
- P••••••• D••••••• C•••••• N•• 3• P•••••• F••• General consultantthrough Mar 31, 2023 Form 5500
Schedule C rows
6 rows, $125,100 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| P••••••• D••••••• C•••••• N•• 3• P•••••• F••• | 2024 | 16 50 | NONE | $27,300 |
| S••• L•••• 1• • P••••••••• E•••••••• P•••••• T•••• | 2024 | 16 | NONE | $18,000 |
| P••••••• D••••••• C•••••• N•• 3• P•••••• F••• | 2023 | 16 50 | NONE | $23,100 |
| S••• L•••• 1• • P••••••••• E•••••••• P•••••• T•••• | 2023 | 16 | NONE | $18,000 |
| P••••••• D••••••• C•••••• N•• 3• P•••••• F••• | 2022 | 16 50 | NONE | $25,200 |
| S••• L•••• 1• • P••••••••• E•••••••• P•••••• T•••• | 2022 | 16 | NONE | $13,500 |
What changed
No dated events.