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
K••• L••••••
unclassified
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
- S••••• H••••• R••••••••• P••• Pension consultantthrough Dec 31, 2023 Form 5500
- N••••••• G•••••• P•••••• P••• General consultantthrough Dec 31, 2023 Form 5500
Schedule C rows
2 rows, $13,110 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| N••••••• G•••••• P•••••• P••• | 2023 | 16 50 | CONSULTANT | $7,020 |
| S••••• H••••• R••••••••• P••• | 2023 | 17 50 | NONE | $6,090 |
What changed
- Kpmg Limited no longer appears on Northrop Grumman Pension Plan's Schedule C as general consultant (plan year 2024 vs 2023)with K••• L••••••askebsa.dol.gov
- Kpmg Limited no longer appears on Sutter Health Retirement Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with K••• L••••••askebsa.dol.gov
- Kpmg Limited appears on Northrop Grumman Pension Plan's Schedule C as general consultant (plan year 2023 vs 2022)with K••• L••••••askebsa.dol.gov
- Kpmg Limited appears on Sutter Health Retirement Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with K••• L••••••askebsa.dol.gov