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.

Fund

Private Advisors Small Co Buyout Fd

103 12 ie (Form 5500 Schedule D)

A direct filing entity on Form 5500. Each row is a plan’s interest in the vehicle at its plan year end as filed on Schedule D Part I, a holding value and never a commitment amount; the sponsor printed on the schedule is the manager when a node carries its EIN.

Public LPs
4
distinct allocators on the tape
Rows
8
across successive reports
Held, latest filings
$7.8M
one row per plan
Latest
Dec 31, 2024
effective date
Plans holding an interest
4 allocators

One line per allocator, folded across every filing, report and board record that names this vehicle, so an allocator that reported the same commitment in eight annual filings counts once. A line is closed only when a closing date exists; held means the allocator reports the position with no closing date on this graph. The dollars are what the allocators that print a number disclosed (0 of 4), never a fund size.

AllocatorDisclosedStateApprovedClosedReported
Smart Local 265 Pension Fundn/aheld--Jun 30, 2024
The Estee Lauder Companies Retirement Growth Account Plann/aheld--Dec 31, 2024
Wa-Id-Mt Carpenters Employers Retirement Trustn/aheld--Dec 31, 2022
Western States Carpenters Pension Plann/aheld--Dec 31, 2023
Every row
8 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Dec 31, 2024The Estee Lauder Companies Retirement Growth Account PlanPrivate Advisors Small Co Buyout Fd103 12 iePrivate equity$144,402 heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Smart Local 265 Pension FundPrivate Advisors Small Co Buyout Fd103 12 iePrivate equity$2.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Western States Carpenters Pension PlanPrivate Advisors Small Co Buyout Fd103 12 iePrivate equity$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023The Estee Lauder Companies Retirement Growth Account PlanPrivate Advisors Small Co Buyout Fd103 12 iePrivate equity$2.6M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Smart Local 265 Pension FundPrivate Advisors Small Co Buyout Fd103 12 iePrivate equity$2.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022The Estee Lauder Companies Retirement Growth Account PlanPrivate Advisors Small Co Buyout Fd103 12 iePrivate equity$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Western States Carpenters Pension PlanPrivate Advisors Small Co Buyout Fd103 12 iePrivate equity$2.7M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Wa-Id-Mt Carpenters Employers Retirement TrustPrivate Advisors Small Co Buyout Fd103 12 iePrivate equity$2.6M heldDisclosed holdingaskebsa.dol.gov
What changed
  • Jun 30, 2025Holding endedinferenceSmart Local 265 Pension Fund
    Smart Local 265 Pension Fund no longer reports Private Advisors Small Co Buyout Fd (last held $2M at 2024-06-30; absent from the 2025-06-30 filing)
    with Private Advisors Small Co Buyout Fdaskebsa.dol.gov
  • Dec 31, 2024Holding endedinferenceWestern States Carpenters Pension Plan
    Western States Carpenters Pension Plan no longer reports Private Advisors Small Co Buyout Fd (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)
    with Private Advisors Small Co Buyout Fdaskebsa.dol.gov