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
B•• H•••••
unclassified
Advisory clients on the tape
0
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
No advisory client relationship on the tape.
Other roles
3 allocators
- I••• L•••• N• 6•• • A• C•••••• N••• D•••••• B•••••• P•••••• P••• Custodianthrough Dec 31, 2023
- T••••••••• L•••• 5• P•••••• P••• Custodianthrough Apr 30, 2023
- S•••• M•••• 7• Z••• 3• P•••••• F••• Custodianthrough Apr 30, 2023
Schedule C rows
5 rows, $178,187 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| I••• L•••• N• 6•• • A• C•••••• N••• D•••••• B•••••• P•••••• P••• | 2023 | 19 | NONE | $37,387 |
| T••••••••• L•••• 5• P•••••• P••• | 2023 | 19 28 51 52 | NONE | $30,026 |
| S•••• M•••• 7• Z••• 3• P•••••• F••• | 2023 | 19 50 | INVESTMENT CUSTODIAN | $19,315 |
| T••••••••• L•••• 5• P•••••• P••• | 2022 | 19 28 51 52 | NONE | $62,926 |
| S•••• M•••• 7• Z••• 3• P•••••• F••• | 2022 | 19 50 | INVESTMENT CUSTODIAN | $28,533 |
What changed
- B•• H••••• no longer appears on T••••••••• L•••• 5• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with B•• H•••••askebsa.dol.gov