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
R••• • L••••••••• I•••
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
2 allocators
- S•••• R••••••••• T•••• Actuarythrough Sep 30, 2024
- S•••• V••••••• A•••••• P•••••• T•••• Actuarythrough Dec 31, 2023
Schedule C rows
2 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| S•••• V••••••• A•••••• P•••••• T•••• | 2023 | 11 | enrolled actuary | |
| S•••• R••••••••• T•••• | 2023 | 11 | enrolled actuary |
What changed
No dated events.