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
A••••••• P••••••• L••••••
unclassified
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
1
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
- M•••••••• S•••• B•••• o• I••••••••• Specialist consultantthrough Jun 30, 2025 ACFR
- A••••• U••• R••••••••• I••••• P••• General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
1 rows, $200,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| A••••• U••• R••••••••• I••••• P••• | 2022 | 16 27 40 50 70 | NONE | $200,000 |
What changed
- Dec 31, 2023Consultant changedinferenceA••••• U••• R••••••••• I••••• P•••A••••••• P••••••• L•••••• no longer appears on A••••• U••• R••••••••• I••••• P•••'s Schedule C as general consultant (p••• year 2023 vs 2022)with A••••••• P••••••• L••••••askebsa.dol.gov