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•••• • M•••••••••
unclassifiedMA
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
- T••••• K••••• C•••••• R••••••••• P••• Actuarythrough Dec 31, 2022
Schedule C rows
5 rows, $975,374 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| A••••••• E••••••• P•••• S••••• R••••••••• P••• | 2024 | 28 50 51 | NONE | $850,653 |
| T•• 2••• E••••••••• P•••••• P••• o• B••••••• M••••••• I•••••••• | 2022 | 28 51 | NONE | $53,621 |
| T••••• K••••• C•••••• R••••••••• P••• | 2022 | 11 | NONE | $47,600 |
| B••• C•••• a•• B••• S••••• o• N•••• C••••••• R••••••••• P••• | 2022 | 28 | INVESTMENT MANAGER | $16,000 |
| F•••••• S••••• C••••••••• R••••••••• P••• | 2022 | 51 | NONE | $7,500 |
What changed
- Dec 31, 2023Manager relationship endedinferenceT•• 2••• E••••••••• P•••••• P••• o• B••••••• M••••••• I••••••••R•••• and M••••••••• Group no longer appears on T•• 2••• E••••••••• P•••••• P••• o• B••••••• M••••••• I••••••••'s Schedule C as investment manager (plan year 2023 vs 2022)with R•••• • M•••••••••askebsa.dol.gov