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••••• G••••
unclassifiedIL
Advisory clients on the tape
1
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
1 allocators
- I••• L•••• N•• 2•• P•••••• P••• General consultantthrough May 31, 2025 Form 5500
Other roles
2 allocators
- W••• V••••••• L••••••• P•••••• T•••• F••• Actuarythrough Mar 31, 2024
- I••• L•••• U•••• 6• P•••••• P••• Actuarythrough Dec 31, 2023
Schedule C rows
5 rows, $154,154 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| W••• V••••••• L••••••• P•••••• T•••• F••• | 2024 | 11 | ACTUARY | $56,250 |
| I••• L•••• U•••• 6• P•••••• P••• | 2024 | 11 17 | ACTUARY | $36,000 |
| I••• L•••• N•• 2•• P•••••• P••• | 2024 | 16 23 50 | NONE | $19,217 |
| I••• L•••• U•••• 6• P•••••• P••• | 2023 | 11 | ACTUARY | $21,437 |
| W••• V••••••• L••••••• P•••••• T•••• F••• | 2023 | 11 | ACTUARY | $21,250 |
What changed
- The H••••• G•••• appears on I••• L•••• N•• 2•• P•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)with H••••• G••••askebsa.dol.gov
- The H••••• G•••• appears on I••• L•••• U•••• 6• P•••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with H••••• G••••askebsa.dol.gov