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
F•••• C••••••
unclassified
Advisory clients on the tape
2
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
2 allocators
- M••••••• A••• E••••••••• W•••••• P•••••• F••• Investment adviser (plan)through Jun 30, 2023 Form 5500
- V••••• E••••• C••••••••• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
49 rows, $8.6M direct compensation as filed
What changed
- F•••• C•••••• no longer appears on S•••• M•••• W•••••• L•••• N•• 2•• I••••••••• A••'s Schedule C as investment manager (plan year 2024 vs 2023)with F•••• C••••••askebsa.dol.gov
- F•••• C••••••, Inc. no longer appears on E•••••••• A•• P•••••• P••• o• t•• I••••• E•••••'s Schedule C as investment manager (plan year 2024 vs 2023)with F•••• C••••••askebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceL•••• 6•• I••••••• a•• E••••••••• I••••••• P•••••• P•••F•••• C•••••• Inc. no longer appears on L•••• 6•• I••••••• a•• E••••••••• I••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with F•••• C••••••askebsa.dol.gov
- F•••• C•••••• appears on S•••• M•••• W•••••• L•••• N•• 2•• I••••••••• A••'s Schedule C as investment manager (plan year 2023 vs 2022)with F•••• C••••••askebsa.dol.gov