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••••••• L••

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
4 allocators
Schedule C rows
9 rows
PlanPlan yearCodesRelationship as filedDirect compensation
C•••••••• C••• o• S•••••••• L•• L•• C••• B•••••• P•••202411enrolled actuary
T•• E•• C•••••• I••• C••• B•••••• P•••202411enrolled actuary
M•••• • v•• A•••• P•••••• P•••202411enrolled actuary
M•••• • v•• A•••• P•••••• P•••202311enrolled actuary
T•• E•• C•••••• I••• C••• B•••••• P•••202311enrolled actuary
J••••• C••••• D•••••• B•••••• P•••••• P•••202311enrolled actuary
T•• E•• C•••••• I••• C••• B•••••• P•••202211enrolled actuary
M•••• • v•• A•••• P•••••• P•••202211enrolled actuary
J••••• C••••• D•••••• B•••••• P•••••• P•••202211enrolled actuary
What changed
No dated events.