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
M••••• L••••
unclassifiedNY
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
- P•••••• P•••••••• P•••••• T•••• F••• Investment adviser (plan)through Nov 30, 2023 Form 5500
Other roles
1 allocators
- I••• W•••••• N• 2• P•••••• F••• Custodianthrough Dec 31, 2022
Schedule C rows
5 rows, $82,859 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| I••• W•••••• N• 2• P•••••• F••• | 2024 | 19 | NONE | $9,000 |
| P•••••• P•••••••• P•••••• T•••• F••• | 2023 | 27 | NONE OTHER THAN CONTRACT | $18,096 |
| I••• W•••••• N• 2• P•••••• F••• | 2023 | 19 | NONE | $18,000 |
| I••• W•••••• N• 2• P•••••• F••• | 2022 | 19 | NONE | $22,500 |
| P•••••• P•••••••• P•••••• T•••• F••• | 2022 | 27 | NONE OTHER THAN CONTRACT | $15,263 |
What changed
No dated events.