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••••••• T••••
unclassified
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
5 allocators
- P••• M•••••• C•••••• C••••••• E•••••••• R••••••••• P••• Trusteethrough Dec 31, 2023
- G•••••• K••••• C••• L••••••• P•••••• P••• Custodianthrough Oct 31, 2023
- R••••••••• • P•••••• P••• o• M•••••••• •••• I• Custodianthrough May 31, 2023
- H••••••• R•••••• R••••••••• P••• Custodianthrough Dec 31, 2022
- P••• M•••••• C•••••• N••••••••• E•••••••• R••••••••• P••• Trusteethrough Dec 31, 2022
Schedule C rows
24 rows, $1.1M direct compensation as filed
What changed
- C••••••• T•••• Company appears on B•• L•••• U•••• 1• P•••••• F•••'s Schedule C as investment manager (plan year 2023 vs 2022)with C••••••• T••••askebsa.dol.gov