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
F••••• • T••••• A•••• M•••••••••
unclassifiedCA
Advisory clients on the tape
3
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
3 allocators
- M•••• G•••• R••••••••• P••• Investment adviser (plan)through Dec 31, 2023 Form 5500
- U••• I••• U•••• P•••••• P••• f•• E•••••••• Investment adviser (plan)through Apr 30, 2023 Form 5500
- U••••• R••••••• C•••••• C••••••••• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
17 rows, $3.1M direct compensation as filed
What changed
- F••••• • T••••• A•••• M••••••••• appears on T•••••••• N••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with F••••• • T••••• A•••• M•••••••••askebsa.dol.gov
- F••••• • T••••• A•••• M••••••••• no longer appears on U••••• R••••••• C•••••• C••••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with F••••• • T••••• A•••• M•••••••••askebsa.dol.gov