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•• • A••••••••• 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
Schedule C rows
12 rows, $956,235 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
A•••••• F•••• C••••• U•••• P•••••• P•••202411 50ACTUARIAL$240,745
U••• B••••• P•••••• T•••• F•••202411 50NONE$117,165
U••• B••••• P•••••• T•••• F•••202411enrolled actuary
A•••••• F•••• C••••• U•••• P•••••• P•••202411enrolled actuary
A•••••• F•••• C••••• U•••• P•••••• P•••202311 50ACTUARIAL$185,184
U••• B••••• P•••••• T•••• F•••202311 50NONE$116,726
U••• B••••• P•••••• T•••• F•••202311enrolled actuary
A•••••• F•••• C••••• U•••• P•••••• P•••202311enrolled actuary
A•••••• F•••• C••••• U•••• P•••••• P•••202211 50ACTUARIAL$165,828
U••• B••••• P•••••• T•••• F•••202211 50NONE$130,587
A•••••• F•••• C••••• U•••• P•••••• P•••202211enrolled actuary
U••• B••••• P•••••• T•••• F•••202211enrolled actuary
What changed
No dated events.