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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Not an allocator
C•••••••• • B•••••• L••
Not an allocator
Advisory clients on the tape
2
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
2 allocators
- S•••••••• E••••••• P•••••• P••• General consultantthrough Dec 31, 2024 Form 5500
- I••••••• P•••••• P••• General consultantthrough Dec 31, 2023 Form 5500
Schedule C rows
2 rows, $1.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| S•••••••• E••••••• P•••••• P••• | 2024 | 16 50 | NONE | $778,506 |
| I••••••• P•••••• P••• | 2023 | 16 50 | NONE | $485,232 |
What changed
- C•••••••• • B•••••• L•• appears on S•••••••• E••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2024 vs 2023)with C•••••••• • B•••••• L••askebsa.dol.gov
- C•••••••• & B•••••• appears on I••••••• P•••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)with C•••••••• • B•••••• L••askebsa.dol.gov