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
T•• G••••• G•••• • M••••• S••••••
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
- A••••• P•••••••• L• S••••••• P•••••• P••• Pension consultantthrough Dec 31, 2022 Form 5500
- A••••• P•••••••• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
4 rows, $565,411 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| A••••• P•••••••• P•••••• P••• | 2023 | 27 28 51 | INVESTMENT MANAGER | $177,068 |
| A••••• P•••••••• L• S••••••• P•••••• P••• | 2023 | 17 28 51 | INVESTMENT MANAGER | $150,347 |
| A••••• P•••••••• P•••••• P••• | 2022 | 27 28 51 | INVESTMENT MANAGER | $137,910 |
| A••••• P•••••••• L• S••••••• P•••••• P••• | 2022 | 17 28 51 | INVESTMENT MANAGER | $100,086 |
What changed
- The G••••• Group/morgan S•••••• no longer appears on A••••• P•••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with T•• G••••• G•••• • M••••• S••••••askebsa.dol.gov
- T•• G••••• G•••• • M••••• S•••••• no longer appears on A••••• P•••••••• L• S••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with T•• G••••• G•••• • M••••• S••••••askebsa.dol.gov