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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

unclassified

D••••••• • M•••••••• 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
8 rows
PlanPlan yearCodesRelationship as filedDirect compensation
T••••••• W••• • C••••• I••• P•••••• P••• f•• H••••• E••••••••202411enrolled actuary
C••••••• D•••• A••••••• B•••••• I••• C••• B•••••• P•••••• T••••202411enrolled actuary
E•• G•••• L•• C••• B•••••• P•••202411enrolled actuary
T••••••• W••• • C••••• I••• P•••••• P••• f•• H••••• E••••••••202311enrolled actuary
C••••••• D•••• A••••••• B•••••• I••• C••• B•••••• P•••••• T••••202311enrolled actuary
P•••••• P••• f•• E•••••••• o• U••••• S••••• M•••• P•••••• I••202311enrolled actuary
T••••••• W••• • C••••• I••• P•••••• P••• f•• H••••• E••••••••202211enrolled actuary
P•••••• P••• f•• E•••••••• o• U••••• S••••• M•••• P•••••• I••202211enrolled actuary
What changed
No dated events.