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
C••••••• C••••••
unclassifiedDC
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
- U••••• M••• W•••••• o• A•••••• 1••• P•••••• P••• General consultantthrough Jun 30, 2025 Form 5500
Schedule C rows
1 rows, $6,711 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| U••••• M••• W•••••• o• A•••••• 1••• P•••••• P••• | 2024 | 16 70 | NONE | $6,711 |
What changed
- Dec 31, 2024Consultant changedinferenceU••••• M••• W•••••• o• A•••••• 1••• P•••••• P•••C••••••• C•••••• appears on U••••• M••• W•••••• o• A•••••• 1••• P•••••• P•••'s Schedule C as general consultant (p••• year 2024 vs 2023)with C••••••• C••••••askebsa.dol.gov