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
A•••••
unclassifiedOH
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
- R•• I••••••••• I••• R••••••••• P••• Trusteethrough May 31, 2023
Schedule C rows
6 rows, $193,289 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| P••• F•••••• L•••• U•••• N•• 1•• P•••••• P••• | 2024 | 28 | $40,019 | |
| S•••• M•••• 7• Z••• 3• P•••••• F••• | 2024 | 28 50 | INVESTMENT MANAGER | $28,396 |
| P••• F•••••• L•••• U•••• N•• 1•• P•••••• P••• | 2023 | 28 | $39,927 | |
| R•• I••••••••• I••• R••••••••• P••• | 2023 | 21 | N/A | $22,810 |
| P••• F•••••• L•••• U•••• N•• 1•• P•••••• P••• | 2022 | 28 | $43,564 | |
| R•• I••••••••• I••• R••••••••• P••• | 2022 | 21 | N/A | $18,573 |
What changed
- Dec 31, 2024Manager relationship startedS•••• M•••• 7• Z••• 3• P•••••• F•••A••••• appears on S•••• M•••• 7• Z••• 3• P•••••• F•••'s Schedule C as investment manager (p••• year 2024 vs 2023)with A•••••askebsa.dol.gov