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
I•••••••••
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
1 allocators
- E••••••• • T•••••••• L•••• N•• 1•• • 5•• P•••••• T•••• F••• Trusteethrough Dec 31, 2022
Schedule C rows
9 rows, $1.9M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| P••••• • R••• B••••••• D• P•••••• F••• | 2024 | 28 51 | NONE | $302,700 |
| E••••••• • T•••••••• L•••• N•• 1•• • 5•• P•••••• T•••• F••• | 2024 | 21 | NONE | $266,800 |
| P••••••••• U•••• L•••• N•• 5•• P•••••• F••• | 2024 | 28 51 | NONE | $134,898 |
| E••••••• • T•••••••• L•••• N•• 1•• • 5•• P•••••• T•••• F••• | 2023 | 21 | NONE | $261,895 |
| P••••• • R••• B••••••• D• P•••••• F••• | 2023 | 28 | NONE | $227,076 |
| P••••••••• U•••• L•••• N•• 5•• P•••••• F••• | 2023 | 28 51 | NONE | $132,010 |
| E••••••• • T•••••••• L•••• N•• 1•• • 5•• P•••••• T•••• F••• | 2022 | 21 | NONE | $254,176 |
| P••••• • R••• B••••••• D• P•••••• F••• | 2022 | 28 | NONE | $200,057 |
| P••••••••• U•••• L•••• N•• 5•• P•••••• F••• | 2022 | 28 51 | NONE | $127,948 |
What changed
No dated events.