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
H••••••••• 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
2 allocators
- P••• O••• I••••••••• a•• S••••••••• P•••••• P••• Custodianthrough Dec 31, 2023
- L••••••• P•••••• F••• Custodianthrough Sep 30, 2023
Schedule C rows
4 rows, $55,768 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| L••••••• P•••••• F••• | 2024 | 19 | INVESTMENT CUSTODIAN | $2,960 |
| P••• O••• I••••••••• a•• S••••••••• P•••••• P••• | 2023 | 19 50 | CUSTODIAN | $38,192 |
| L••••••• P•••••• F••• | 2023 | 19 | INVESTMENT CUSTODIAN | $8,021 |
| L••••••• P•••••• F••• | 2022 | 19 | INVESTMENT CUSTODIAN | $6,595 |
What changed
No dated events.