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•••••••••
unclassifiedOH
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
- L•••• 4•• F••• T••••••• E••••••••• P•••••• P••• Investment adviser (plan)through Aug 31, 2024 Form 5500
Schedule C rows
2 rows, $30,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| L•••• 4•• F••• T••••••• E••••••••• P•••••• P••• | 2024 | 27 | $24,000 | |
| L•••• 4•• F••• T••••••• E••••••••• P•••••• P••• | 2023 | 27 | $6,000 |
What changed
- M•••••• I••••••••• appears on L•••• 4•• F••• T••••••• E••••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with M•••••• I•••••••••askebsa.dol.gov