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
S•••••
unclassifiedMO
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
- T••• C••• F••••• I••• H••••• E•••••••• D•••••• B•••••• P•••••• P••• Investment adviser (plan)through May 31, 2023 Form 5500
Schedule C rows
5 rows, $121,600 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| T••• C••• F••••• I••• H••••• E•••••••• D•••••• B•••••• P•••••• P••• | 2024 | 27 | NONE | $30,000 |
| T••• C••• F••••• I••• H••••• E•••••••• D•••••• B•••••• P•••••• P••• | 2023 | 27 | NONE | $30,000 |
| S••••••••• E••••••••• W•••••• P•••••• P••• | 2023 | 28 50 | NONE | $13,447 |
| T••• C••• F••••• I••• H••••• E•••••••• D•••••• B•••••• P•••••• P••• | 2022 | 27 | NONE | $30,000 |
| S••••••••• E••••••••• W•••••• P•••••• P••• | 2022 | 28 50 | NONE | $18,153 |
What changed
No dated events.