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••••• B••••••••
unclassified
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
8 allocators
- R••••••• F• U• P•••••• P••• Trusteethrough Dec 31, 2024
- R••••••••• P••• f•• N••••••••• E•••••••• o• A••••• N•••••• B•••••• I••• Trusteethrough Nov 30, 2023
- L•••••••• I••• R••••••••• P••• Custodianthrough Dec 31, 2022
- D••••• U• H••••• P•••••• P••• Trusteethrough Dec 31, 2022
- D••••• U• S••••••• P•••••• P••• Trusteethrough Dec 31, 2022
- P•••••• P••• f•• E•••••••• o• C••• Z••••• I••• Custodianthrough Dec 31, 2022
- E•••••••• P•••••• P••• o• C••••• S••••• Trusteethrough Dec 31, 2022
- B•• U••• P•••••• P••• Custodianthrough Dec 31, 2022
Schedule C rows
20 rows, $2.3M direct compensation as filed
What changed
- M••••• Investments Corp. no longer appears on A••••••• W•••••• L•••• 4• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with M••••• B••••••••askebsa.dol.gov