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
O••••••
unclassifiedCA
Advisory clients on the tape
1
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
1 allocators
- D•••••• I•••••••• o• A••• P•••••• P••• Investment adviser (plan)through Jun 30, 2025 Form 5500
Schedule C rows
7 rows, $589,952 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| P••••••• I••••••• P•••••• F••• | 2025 | 28 51 | NONE | $11,144 |
| P••••••• I••••••• P•••••• F••• | 2024 | 28 51 | NONE | $192,893 |
| R••••••••• P••• f•• E•••••••• o• t•• A••••• C••••••••• | 2024 | 13 28 51 | N/A | $7,366 |
| D•••••• I•••••••• o• A••• P•••••• P••• | 2024 | 27 28 50 51 | NONE KNOWN | $5,288 |
| P••••••• I••••••• P•••••• F••• | 2023 | 28 51 | NONE | $326,407 |
| R••••••••• P••• f•• E•••••••• o• t•• A••••• C••••••••• | 2023 | 13 28 51 | N/A | $35,178 |
| R••••••••• P••• f•• E•••••••• o• t•• A••••• C••••••••• | 2022 | 28 51 | N/A | $11,676 |
What changed
- O•••••• appears on D•••••• I•••••••• o• A••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with O••••••askebsa.dol.gov
- O•••••• appears on P••••••• I••••••• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with O••••••askebsa.dol.gov