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
T• A•••••••••
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
1 allocators
- B••• C••• B•••••• P••• Trusteethrough Dec 31, 2022
Schedule C rows
4 rows, $419,990 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| B••• C••• B•••••• P••• | 2024 | 15 21 28 50 51 52 63 64 | RECORDKEEPER | $142,153 |
| B••• C••• B•••••• P••• | 2023 | 15 21 28 50 51 52 63 64 | RECORDKEEPER | $107,161 |
| B••• C••• B•••••• P••• | 2022 | 15 21 28 50 51 52 63 64 | RECORDKEEPER | $99,456 |
| B•• A••• S••••••• S••••••••• D•••••• B•••••• P••• | 2022 | 51 | INVESTMENT ADVISOR | $71,220 |
What changed
No dated events.