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
U•••••
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
- L•••••••• L•••• N•• 1• P•••••• F••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocators
- I••••••••• L•••• U•••• N•• 1•• P•••••• P••• Custodianthrough Dec 31, 2024
Schedule C rows
4 rows, $113,108 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| L•••••••• L•••• N•• 1• P•••••• F••• | 2024 | 27 | NONE | $36,864 |
| I••••••••• L•••• U•••• N•• 1•• P•••••• P••• | 2024 | 19 28 | NONE | $21,142 |
| L•••••••• L•••• N•• 1• P•••••• F••• | 2023 | 27 | NONE | $28,878 |
| L•••••••• L•••• N•• 1• P•••••• F••• | 2022 | 27 | NONE | $26,224 |
What changed
- U••••• appears on I••••••••• L•••• U•••• N•• 1•• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with U•••••askebsa.dol.gov