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
M•••••• I•••••••••
unclassifiedDE
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
- P•••••• P•••••• E••••• P••• General consultantthrough Dec 31, 2025 Form 5500
- T•••••• P•••••• P••• Investment adviser (plan)through Sep 30, 2025 Form 5500
- T••••• P••••••• a•• A••••• T••••• P•••••• P••• Investment adviser (plan)through Apr 30, 2025 Form 5500
- I••• L•••• U•••• N• 6•• P•••••• Investment adviser (plan)through Dec 31, 2024 Form 5500
Schedule C rows
4 rows, $112,838 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| P•••••• P•••••• E••••• P••• | 2025 | 16 17 27 49 50 70 | INVESTMENT ADVISOR | $47,838 |
| I••• L•••• U•••• N• 6•• P•••••• | 2024 | 27 51 | NONE | $25,000 |
| T••••• P••••••• a•• A••••• T••••• P•••••• P••• | 2024 | 27 | NONE | $22,000 |
| T•••••• P•••••• P••• | 2024 | 27 | INVESTMENT MANAGER | $18,000 |
What changed
- M•••••• appears on P•••••• P•••••• E••••• P•••'s Schedule C as general consultant (plan year 2025 vs 2024)with M•••••• I•••••••••askebsa.dol.gov
- M•••••• I••••••••• appears on T•••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with M•••••• I•••••••••askebsa.dol.gov
- M•••••• I••••••••• LLC appears on T••••• P••••••• a•• A••••• T••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with M•••••• I•••••••••askebsa.dol.gov
- M•••••• I••••••••• appears on I••• L•••• U•••• N• 6•• P••••••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with M•••••• I•••••••••askebsa.dol.gov