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••••••••
unclassifiedIL
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
- Y••• R••••••••• F•••• I••• General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
5 rows, $2.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Y••• R••••••••• F•••• I••• | 2024 | 16 | SYSTEM MAINTENANCE | $407,862 |
| Y••• R••••••••• F•••• I••• | 2023 | 16 | SYSTEM MAINTENANCE | $1.1M |
| A••••••• A••••• H••••• P•••••• P••• | 2023 | 28 50 | NONE | $28,470 |
| Y••• R••••••••• F•••• I••• | 2022 | 16 | SYSTEM MAINTENANCE | $494,620 |
| A••••••• A••••• H••••• P•••••• P••• | 2022 | 28 50 | NONE | $42,705 |
What changed
- Profund Systems Inc no longer appears on A••••••• A••••• H••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with P••••••••askebsa.dol.gov