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.
unclassified
Harris Associated LP
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
- Parker Health Group Inc. Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Schedule C rows
22 rows, $4.8M direct compensation as filed
What changed
- Harris Capital no longer appears on Aramco U.S. Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Harris Associated LPaskebsa.dol.gov
- Harris Associated LP appears on Parker Health Group Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Harris Associated LPaskebsa.dol.gov