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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Not an allocator
C•••••••• B•••• N•
Not an allocator
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
- P•••••• P••• o• H••••••• C•••••• Investment adviser (plan)through Dec 31, 2024 Form 5500
Other roles
6 allocators
- T•• R••••••••• P••• o• P••••••••• B••• Custodianthrough Sep 30, 2024
- P•••••• P••• o• T••••••• f•• Y•••• Trusteethrough Jun 30, 2023
- K•• H••••••••• S•••••••• I••• P•••••• P••• Custodianthrough Dec 31, 2022
- A••••• C•••••••• I••• P•••••• P••• Custodianthrough Dec 31, 2022
- R••••••••• P••• f•• E•••••••• o• C••••••••• M•••••• C••••• Custodianthrough Dec 31, 2022
- T•• R••••••• C••••••••• R••••••••• P••• Custodianthrough Dec 31, 2022
Schedule C rows
18 rows, $408,268 direct compensation as filed
What changed
- Nottingham Trust appears on P•••••• P••• o• H••••••• C••••••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with C•••••••• B•••• N•askebsa.dol.gov