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
N•••••• T•••• C••••••
unclassified
Advisory clients on the tape
2
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
2 allocators
- S•••• M•••• W•••••• L•••• P•••••• P••• Investment adviser (plan)through Apr 30, 2023 Form 5500
- R••••••••• S••••••• P••• General consultantthrough Dec 31, 2022 Form 5500
Other roles
2 allocators
- R••• P•••••• C••••••••• a•• S••••••••• P•••••• P••• a•• T•••• Trusteethrough Dec 31, 2024
- T•• S••••• G•••• ••••• I••• E••••••••• R••••••••• P••• Custodianthrough Dec 31, 2022
Schedule C rows
20 rows, $619,972 direct compensation as filed
What changed
- N•••••• T•••• C•••••• no longer appears on S•••• M•••• W•••••• L•••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with N•••••• T•••• C••••••askebsa.dol.gov