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
C•••••• S•••••
unclassifiedNV
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
2 allocators
- R••••••••• I••••• P••• f•• t•• E•••••••• o• A••••••• L•• Trusteethrough Dec 31, 2022
- I••••••••• L•••• N•• 2• P•••••• P••• Custodianthrough Dec 31, 2022
Schedule C rows
5 rows, $66,433 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| R••••••••• I••••• P••• f•• t•• E•••••••• o• A••••••• L•• | 2024 | 21 25 50 | NONE | $9,251 |
| I••••••••• L•••• N•• 2• P•••••• P••• | 2023 | 19 | INVESTMENT CUSTODIAN | $19,040 |
| R••••••••• I••••• P••• f•• t•• E•••••••• o• A••••••• L•• | 2023 | 21 25 50 | NONE | $10,668 |
| I••••••••• L•••• N•• 2• P•••••• P••• | 2022 | 19 | INVESTMENT CUSTODIAN | $20,445 |
| R••••••••• I••••• P••• f•• t•• E•••••••• o• A••••••• L•• | 2022 | 21 25 50 | NONE | $7,029 |
What changed
No dated events.