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

F•••••••••

unclassifiedMO
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
Other roles
3 allocators
Schedule C rows
9 rows, $895,943 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
T•• J•••••• L•••• P••• C••• B•••••• P••• I•202517 50NONE$78,363
A••••••••• R••• E••••• E•••••••• I••• C••• B•••••• P•••••• P•••202411 17 50NONE$137,623
P•••• C••• B•••••• P••• I•202411 17 50NONE$122,267
T•• J•••••• L•••• P••• C••• B•••••• P••• I•202417 50NONE$79,855
P•••• C••• B•••••• P••• I•202311 17 50NONE$215,523
T•• J•••••• L•••• P••• C••• B•••••• P••• I•202317 50NONE$73,455
P•••• C••• B•••••• P••• I•202211 17 50NONE$96,052
T•• J•••••• L•••• P••• C••• B•••••• P••• I•202217 50NONE$92,805
S•••••• o• M••••••••• E•••••••• P•••••• P••• • T••••202211enrolled actuary
What changed
No dated events.