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
C•••••••
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
- M••• C••• B•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- A•••• • O•••• L•• C••• B•••••• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
2 allocators
- P•••••• I••• P•••••• P••• Trusteethrough Dec 31, 2022
- T••••••••• P•••••• P••• Custodianthrough Dec 31, 2022
Schedule C rows
14 rows, $1.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| M••• C••• B•••••• P••• | 2024 | 27 | NONE | $439,015 |
| A•••• • O•••• L•• C••• B•••••• P•••••• P••• | 2024 | 27 | NONE | $110,356 |
| T••••••••• P•••••• P••• | 2024 | 19 50 | NONE | $44,917 |
| M••• C••• B•••••• P••• | 2023 | 27 | NONE | $177,795 |
| A•••• • O•••• L•• C••• B•••••• P•••••• P••• | 2023 | 27 | NONE | $92,222 |
| T••••••••• P•••••• P••• | 2023 | 19 50 | NONE | $42,663 |
| A•••• H••••• S••••• C••• B•••••• P••• | 2023 | 28 | INVESTMENT MANAGER | $40,650 |
| P•••••• I••• P•••••• P••• | 2023 | 21 | NONE | $5,405 |
| R••••••••• P••• f•• H••••••• E•••••••• | 2023 | 28 | 18259 | |
| R••••••••• P••• f•• H••••••• E•••••••• | 2022 | 28 | NONE | $158,169 |
| A•••• • O•••• L•• C••• B•••••• P•••••• P••• | 2022 | 27 | NONE | $82,070 |
| T••••••••• P•••••• P••• | 2022 | 19 50 | NONE | $60,067 |
| P•••••• I••• P•••••• P••• | 2022 | 21 | NONE | $6,038 |
| M••• C••• B•••••• P••• | 2022 | 27 | NONE | $3,914 |
What changed
- C••••••• no longer appears on A•••• H••••• S••••• C••• B•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with C•••••••askebsa.dol.gov
- C••••••• no longer appears on R••••••••• P••• f•• H••••••• E••••••••'s Schedule C as investment manager (plan year 2024 vs 2023)with C•••••••askebsa.dol.gov
- C••••••• appears on A•••• H••••• S••••• C••• B•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with C•••••••askebsa.dol.gov