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
T•• C•••••••••
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
- S•••• M•••• W••••••• P•••••• P••• o• S••••••• C••••••••• A•••••• a•• N••••• General consultantthrough Dec 31, 2023 Form 5500
Schedule C rows
2 rows, $26,391 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| S•••• M•••• W••••••• P•••••• P••• o• S••••••• C••••••••• A•••••• a•• N••••• | 2024 | 16 49 | NONE | $13,289 |
| S•••• M•••• W••••••• P•••••• P••• o• S••••••• C••••••••• A•••••• a•• N••••• | 2023 | 16 49 | NONE | $13,102 |
What changed
- Dec 31, 2023Consultant changedinferenceS•••• M•••• W••••••• P•••••• P••• o• S••••••• C••••••••• A•••••• a•• N•••••T•• C••••••••• appears on S•••• M•••• W••••••• P•••••• P••• o• S••••••• C••••••••• A•••••• a•• N•••••'s Schedule C as general consultant (plan year 2023 vs 2022)with T•• C•••••••••askebsa.dol.gov