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
R••••••
unclassifiedAL
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
- A•• F••• C••••••••• I••• E••••••••• P•••••• P••• Pension consultantthrough Dec 31, 2022 Form 5500
Other roles
2 allocators
- M•••••• N•••••• P• P•••••• P••• Trusteethrough Dec 31, 2022
- C•••••••• B••••••• C•••••• U•••••• I••• R••••••••• P••• Trusteethrough Dec 31, 2022
Schedule C rows
7 rows, $530,537 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| C•••••••• B••••••• C•••••• U•••••• I••• R••••••••• P••• | 2024 | 21 | NONE | $107,948 |
| M•••••• N•••••• P• P•••••• P••• | 2024 | 21 50 | $91,286 | |
| C•••••••• B••••••• C•••••• U•••••• I••• R••••••••• P••• | 2023 | 21 | NONE | $89,966 |
| M•••••• N•••••• P• P•••••• P••• | 2023 | 21 50 | $82,647 | |
| C•••••••• B••••••• C•••••• U•••••• I••• R••••••••• P••• | 2022 | 21 | NONE | $110,214 |
| A•• F••• C••••••••• I••• E••••••••• P•••••• P••• | 2022 | 15 17 19 21 24 25 51 | NONE | $48,476 |
| M•••••• N•••••• P• P•••••• P••• | 2022 | 21 50 | 76058 |
What changed
No dated events.