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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
unclassified
U•• F•••••••• S••••••• I••
unclassifiedNJ
Advisory clients on the tape
4
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
4 allocators
- W•••••• M••••• o• A••••••• A•• R••••••••• P••• Investment adviser (plan)through Jun 30, 2025 Form 5500
- A•••••• a•• R••••••• B•••••• M•••• N••••••••• I••• P•••••• P••• Investment adviser (plan)through Dec 31, 2024 Form 5500
- T•• M••••••••• C•••••• P•••••• P••• f•• E•••••••• E••••••• i• t•• U••••• S••••• o• A•••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- R••••••••• P••• f•• S••••••• T••••••• E•••••••• o• C••••••• B•••••• L••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocators
- I••• L•••• N•• 5•• • 5•• a•• S••••••• A• C•••• N••• P•••••• P••• Custodianthrough Dec 31, 2022
Schedule C rows
11 rows, $1.1M direct compensation as filed
What changed
- U•• F•••••••• S••••••• I•• appears on W•••••• M••••• o• A••••••• A•• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with U•• F•••••••• S••••••• I••askebsa.dol.gov