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
W••••••• G••••• I•••••••••
unclassifiedMA
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
- S••••••• • C••••••• L•• E••••••••• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocators
- G•••••• P••••••••• C••••••••• P•••••• F••• Trusteethrough Dec 31, 2023
Schedule C rows
4 rows, $448,275 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| G•••••• P••••••••• C••••••••• P•••••• F••• | 2024 | 51 | NONE | $342,801 |
| S••••••• • C••••••• L•• E••••••••• P•••••• P••• | 2023 | 27 | NONE | $40,898 |
| G•••••• P••••••••• C••••••••• P•••••• F••• | 2023 | 21 | NONE | $22,500 |
| S••••••• • C••••••• L•• E••••••••• P•••••• P••• | 2022 | 27 | NONE | $42,076 |
What changed
- Dec 31, 2024Consultant changedinferenceS••••••• • C••••••• L•• E••••••••• P•••••• P•••W••••••• G••••• I•••••••••, LLC no longer appears on S••••••• • C••••••• L•• E••••••••• P•••••• P•••'s Schedule C as investment adviser (p•••) (p••• year 2024 vs 2023)with W••••••• G••••• I•••••••••askebsa.dol.gov