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
G•••• L•••• • C• 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
- C•••••• P•••••• F••• o• t•• I••• • P••••••••• E•••••••• Investment adviser (plan)through Jan 31, 2024 Form 5500
Schedule C rows
5 rows, $110,865 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| C•••••• P•••••• F••• o• t•• I••• • P••••••••• E•••••••• | 2024 | 27 | NONE | $44,482 |
| T•••••••• P•••••• T•••• F••• o• P••••••••• • V•• | 2024 | 28 51 | NONE | $8,745 |
| C•••••• P•••••• F••• o• t•• I••• • P••••••••• E•••••••• | 2023 | 27 | NONE | $41,964 |
| T•••••••• P•••••• T•••• F••• o• P••••••••• • V•• | 2023 | 28 51 | NONE | $8,097 |
| T•••••••• P•••••• T•••• F••• o• P••••••••• • V•• | 2022 | 28 51 | NONE | $7,577 |
What changed
- G•••• L•••• • C• L•• appears on C•••••• P•••••• F••• o• t•• I••• • P••••••••• E••••••••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with G•••• L•••• • C• L••askebsa.dol.gov