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
C•••••••••
unclassified
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•••••• P••• o• t•• S•••• C•••••• Pension consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
5 rows, $174,290 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| P•••••• P••• o• t•• S•••• C•••••• | 2024 | 10 17 | ACCOUNTING | $26,250 |
| S•• N•••• A•••••• I••• P•••••• P••• | 2023 | 28 51 | NONE | $25,725 |
| P•••••• P••• o• t•• S•••• C•••••• | 2023 | 10 17 | ACCOUNTING | $25,200 |
| P•••••• P••• o• t•• S•••• C•••••• | 2022 | 10 17 | ACCOUNTING | $72,440 |
| S•• N•••• A•••••• I••• P•••••• P••• | 2022 | 28 51 | NONE | $24,675 |
What changed
No dated events.