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
F••••••••• 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
- U••• C••••••••• P•••••• F••• General consultantthrough Dec 31, 2022 Form 5500
Other roles
1 allocators
- K•••• R••••••••• I••••• P••• Actuarythrough Dec 31, 2024
Schedule C rows
4 rows, $28,336 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| U••• C••••••••• P•••••• F••• | 2024 | 16 | NONE | $8,082 |
| K•••• R••••••••• I••••• P••• | 2024 | 11 50 | NONE | $5,866 |
| U••• C••••••••• P•••••• F••• | 2023 | 16 | NONE | $7,418 |
| U••• C••••••••• P•••••• F••• | 2022 | 16 | NONE | $6,970 |
What changed
No dated events.