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
B•••••• R••••••••
unclassifiedTX
Advisory clients on the tape
1
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
1 allocators
- P••••••• • S••••••••• L•••• 1•• P•••••• P••• General consultantthrough Jun 30, 2024 Form 5500
Schedule C rows
2 rows, $72,234 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| P••••••• • S••••••••• L•••• 1•• P•••••• P••• | 2024 | 16 | NONE | $65,274 |
| P••••••• • S••••••••• L•••• 1•• P•••••• P••• | 2023 | 16 | ADMINISTRATOR | $6,960 |
What changed
- B•••••• R•••••••• appears on P••••••• • S••••••••• L•••• 1•• P•••••• P•••'s Schedule C as general consultant (plan year 2023 vs 2022)with B•••••• R••••••••askebsa.dol.gov