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•• A•••••••
unclassifiedPA
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
- L•••• 1••• R••••••••• T•••• Investment adviser (plan)through Dec 31, 2025 Form 5500
- H•••••• H••••••••• I••• R••••••••• P••• Investment adviser (plan)through Feb 28, 2023 Form 5500
Other roles
1 allocators
- W•••••• P•••••• P••• Trusteethrough Dec 31, 2023
Schedule C rows
30 rows, $1.3M direct compensation as filed
What changed
- CS Mckee appears on O•••••••• E•• C••• I•• M•••• P•••••• F•••'s Schedule C as investment manager (plan year 2025 vs 2024)with C•• A•••••••askebsa.dol.gov
- CS Mckee Advisors, LLC appears on L•••• 1••• R••••••••• T••••'s Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with C•• A•••••••askebsa.dol.gov
- C•• A•••••••, LLC appears on M••••••••• C••••••••• U• L•••• 1•• P•••••• P•••'s Schedule C as investment manager (plan year 2025 vs 2024)with C•• A•••••••askebsa.dol.gov
- C•• A•••••••, LLC appears on I••• W•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with C•• A•••••••askebsa.dol.gov
- Dec 31, 2024Manager relationship startedS••••••• C••••••••• U••• U••••• a•• F••• E•••••••• J•••• P•••••• T•••• F•••CS Mckee appears on S••••••• C••••••••• U••• U••••• a•• F••• E•••••••• J•••• P•••••• T•••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with C•• A•••••••askebsa.dol.gov
- CS Mckee appears on G•••••• B••••••• L•••••••• L•••• 6• P•••••• F•••'s Schedule C as investment manager (plan year 2024 vs 2023)with C•• A•••••••askebsa.dol.gov
- C.S. Mckee, LP appears on U•••• M••••• F••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with C•• A•••••••askebsa.dol.gov
- C•• A••••••• LLC appears on W•••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with C•• A•••••••askebsa.dol.gov
- C•• A•••••••, LLC no longer appears on H•••••• H••••••••• I••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with C•• A•••••••askebsa.dol.gov