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••••••••• L•
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
- M••••••• H•••••• I••• P•••••• P••• Investment adviser (plan)through Dec 31, 2023 Form 5500
Other roles
1 allocators
- R••••• I•••• P••• C••• B•••••• P••• Trusteethrough Dec 31, 2022
Schedule C rows
6 rows, $314,701 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| R••••• I•••• P••• C••• B•••••• P••• | 2024 | 21 28 | NONE | $58,543 |
| P•••••••• P•••••• P••• o• H••••• H•••••• • R••• | 2023 | 28 51 | NONE | $152,152 |
| R••••• I•••• P••• C••• B•••••• P••• | 2023 | 21 28 | NONE | $43,771 |
| M••••••• H•••••• I••• P•••••• P••• | 2023 | 27 50 | NONE | $9,111 |
| P•••••••• P•••••• P••• o• H••••• H•••••• • R••• | 2022 | 28 51 | NONE | $32,206 |
| R••••• I•••• P••• C••• B•••••• P••• | 2022 | 21 28 | NONE | $18,918 |
What changed
- A••••••••• L• no longer appears on M••••••• H•••••• I••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with A••••••••• L•askebsa.dol.gov
- A••••••••• L• appears on M••••••• H•••••• I••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with A••••••••• L•askebsa.dol.gov