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••••••••• • C••• I•••
unclassified
Advisory clients on the tape
2
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
2 allocators
- P•••• I••••••••• I••• P•••••• P••• Pension consultantthrough Dec 31, 2022 Form 5500
- T•••••••• L•••• 4•• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocators
- E•••••• A•••••• I••• P•••••• P••• a•• T•••• A•••••••• Trusteethrough Sep 30, 2023
Schedule C rows
8 rows, $555,533 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| T•••••••• L•••• 4•• P•••••• P••• | 2024 | 27 28 51 | NONE | $108,041 |
| E•••••• A•••••• I••• P•••••• P••• a•• T•••• A•••••••• | 2023 | 21 | NONE | $102,223 |
| T•••••••• L•••• 4•• P•••••• P••• | 2023 | 27 28 51 | NONE | $89,264 |
| I••• L•••• U•••• N•• 5•• P•••••• P••• | 2023 | 28 50 | INV MGMT | $44,555 |
| E•••••• A•••••• I••• P•••••• P••• a•• T•••• A•••••••• | 2022 | 21 | INVESTMENT MGMT. FEE | $87,325 |
| T•••••••• L•••• 4•• P•••••• P••• | 2022 | 27 28 51 | NONE | $49,149 |
| I••• L•••• U•••• N•• 5•• P•••••• P••• | 2022 | 28 50 | INV ADVISOR | $44,976 |
| P•••• I••••••••• I••• P•••••• P••• | 2022 | 17 27 | $30,000 |
What changed
No dated events.