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••••••• P•••••••••
unclassifiedNY
Advisory clients on the tape
2
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
2 allocators
- K••••••••• C••••••••• C••• B•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- S•••••• H••••• E••••••••• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
5 rows, $326,739 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| K••••••••• C••••••••• C••• B•••••• P••• | 2024 | 27 | INVESTMENT ADVISOR | $28,673 |
| S•••••• H••••• E••••••••• P•••••• P••• | 2023 | 27 28 50 51 | NONE | $32,995 |
| K••••••••• C••••••••• C••• B•••••• P••• | 2023 | 27 | INVESTMENT ADVISOR | $24,226 |
| S•••••• H••••• E••••••••• P•••••• P••• | 2022 | 27 28 50 51 | NONE | $220,425 |
| K••••••••• C••••••••• C••• B•••••• P••• | 2022 | 27 | INVESTMENT ADVISOR | $20,420 |
What changed
- A••••••• P••••••••• no longer appears on S•••••• H••••• E••••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with A••••••• P•••••••••askebsa.dol.gov