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•••••• G••••
unclassified
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•• F•••••• S•••••••• I••• E•••••••• R••••••••• P••• Investment adviser (plan)through Dec 31, 2024 Form 5500
Schedule C rows
3 rows, $181,766 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| U•• F•••••• S•••••••• I••• E•••••••• R••••••••• P••• | 2024 | 27 50 | INVESTMENT MANAGEMENT | $59,735 |
| S•••• M•••• W••••••• P•••••• P••• o• S••••••• C••••••••• A•••••• a•• N••••• | 2024 | 28 51 | NONE | $59,419 |
| S•••• M•••• W••••••• P•••••• P••• o• S••••••• C••••••••• A•••••• a•• N••••• | 2023 | 28 51 | NONE | $62,612 |
What changed
- C•••••• G•••• appears on U•• F•••••• S•••••••• I••• E•••••••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with C•••••• G••••askebsa.dol.gov
- Dec 31, 2023Manager relationship startedS•••• M•••• W••••••• P•••••• P••• o• S••••••• C••••••••• A•••••• a•• N•••••C•••••• G•••• appears on S•••• M•••• W••••••• P•••••• P••• o• S••••••• C••••••••• A•••••• a•• N•••••'s Schedule C as investment manager (plan year 2023 vs 2022)with C•••••• G••••askebsa.dol.gov