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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

unclassified

M••••••• • C••• I•••

unclassified

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

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

4 allocators

A•• I••• M••••• P•••••• P••• Investment adviser (plan)through Nov 30, 2023 Form 5500
T••••• • B•••• C••••••••• P•••••• P••• f•• B••••••••• U••• E•••••••• Investment adviser (plan)through Nov 30, 2023 Form 5500
A•• I••• C••• B•••••• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
A•• I••• P•••••• P••• o• F•••••• • P••••• C•••••• Investment adviser (plan)through Dec 31, 2022 Form 5500

Schedule C rows

8 rows, $978,393 direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
A•• I••• P•••••• P••• o• F•••••• • P••••• C••••••	2024	27 28 50 51	NONE	$16,664
A•• I••• M••••• P•••••• P•••	2023	27 28 50 51	NONE	$345,886
A•• I••• C••• B•••••• P•••••• P•••	2023	27 28 50 51	NONE	$272,626
A•• I••• P•••••• P••• o• F•••••• • P••••• C••••••	2023	27 28 50 51	NONE	$19,174
A•• I••• C••• B•••••• P•••••• P•••	2022	27 28 51	NONE	$213,733
A•• I••• M••••• P•••••• P•••	2022	27 28 50 51	NONE	$80,403
A•• I••• P•••••• P••• o• F•••••• • P••••• C••••••	2022	27 28 51	NONE	$15,331
T••••• • B•••• C••••••••• P•••••• P••• f•• B••••••••• U••• E••••••••	2022	27 28 50 51	NONE	$14,576

What changed

No dated events.