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
N••••••• B••• • T••••
unclassified
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
2 allocators
- P•••••••• M••••• I•••••••• C•••••• R••••••••• B•••••• A••••••••• P••• Custodianthrough Dec 31, 2023
- C••••••• M••••••• H••••••• E••••••••• P•••••• P••• Trusteethrough Dec 31, 2022
Schedule C rows
4 rows, $335,662 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| C••••••• M••••••• H••••••• E••••••••• P•••••• P••• | 2024 | 21 50 | ASSET TRUSTEE/INV ADVISOR | $80,823 |
| P•••••••• M••••• I•••••••• C•••••• R••••••••• B•••••• A••••••••• P••• | 2023 | 19 50 64 | CUSTODIAL SERVICES | $101,923 |
| C••••••• M••••••• H••••••• E••••••••• P•••••• P••• | 2023 | 21 50 | ASSET TRUSTEE/INV ADVISOR | $73,360 |
| C••••••• M••••••• H••••••• E••••••••• P•••••• P••• | 2022 | 21 50 | ASSET TRUSTEE/INV ADVISOR | $79,556 |
What changed
No dated events.