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

S••••••• G••••

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
7 allocators
Schedule C rows
8 rows
PlanPlan yearCodesRelationship as filedDirect compensation
C•••••••• B•••••• E••••••• R••••••••• P•••202311enrolled actuary
B••••• P•••• P••• S•••••••• I••• D•••••• B•••••• P•••••• P•••202311enrolled actuary
S••••••• L••• D••••••••• I••• C••• B•••••• P•••202211enrolled actuary
I••••• F•••••• C••••• U•••• R••••••••• I••••• P••• a•• T••••202211enrolled actuary
C•••••••• B•••••• E••••••• R••••••••• P•••202211enrolled actuary
T•• H•••• F•• A••••• L•• P•••••• P•••202211enrolled actuary
W•••••••• E••••••• C•••••• E••••••••• P•••••• P•••202211enrolled actuary
M•••••••• C•••••••• N••••••••• I••• U•••• P•••••• P••• T••••202211enrolled actuary
What changed
No dated events.