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
P••••• I•••••••••
unclassifiedMA
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
- G••••••• I••• P•••••• P••• Investment adviser (plan)through Dec 31, 2024 Form 5500
Other roles
1 allocators
- R•••• I••••• L••••••• P•••••• P••• Trusteethrough Dec 31, 2022
Schedule C rows
4 rows, $383,059 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| R•••• I••••• L••••••• P•••••• P••• | 2024 | 28 | NONE | $135,072 |
| G••••••• I••• P•••••• P••• | 2024 | 27 28 50 | NONE | $6,188 |
| R•••• I••••• L••••••• P•••••• P••• | 2023 | 28 | NONE | $120,056 |
| R•••• I••••• L••••••• P•••••• P••• | 2022 | 21 | NONE | $121,743 |
What changed
- P••••• I••••••••• appears on G••••••• I••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with P••••• I•••••••••askebsa.dol.gov
- P••••• I••••••••• appears on R•••• I••••• L••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with P••••• I•••••••••askebsa.dol.gov