Allocator Intelligence
Pensions, Taft-Hartley plans, endowments, foundations and state pools: what they commit to, their policy targets, board records, consultants and the people who decide.
Desk $299 a month, Pro $799 a month. Doors on /allocators: I raise institutional capital (Re-ups), I allocate capital (Managers), I advise allocators (Allocators).
- Allocators: Type, State, Total assets, Funded ratio, Private markets target, PE target, Latest commitment, Has commitments, Consultant known.
- Commitments (the commitment tape): Status, Bucket, Allocator type, Amount, Vintage, Date, Re-ups, First-time managers.
- Board records: Open searches, Re-up prospects, Terminations, watch lists and hires, Recommended and proposed, Approved. Also Capital moving, Allocation policy, Consultants, Managers and Funds (Export is on Managers and Funds).
Terms
- A commitment is always the plan's commitment, never the fund's size. Statuses: Recommended, Proposed, Approved, Committed, Disclosed holding.
- A re-up is in the plan's own words. A re-up prospect is not a re-up: it is arithmetic on the tape, labelled an inference.
- Target: the board-approved policy weight. Consultant: a firm filing Form ADV as a pension consultant.
- People pages show public roles only. No personal contact detail is held or shown for allocator staff.
Was this helpful?
Related
- Private Equity IntelligencePrivate equity firms, funds, transactions, platforms and add-ons, portfolio companies, people, LPs and the lenders behind the deals, plus a Targets list of companies that may be buyable.
- Venture Capital IntelligenceVenture firms, funds, rounds, portfolio companies, people, co-investors and the public pension LPs behind them, with a Signals feed of fundraising, rounds and people moves.
- Contact informationDFX shows business contact routes published by the subject or in a public filing: work email, business phone, office address, website, professional profile and contact forms. Personal contact data and commercial provider data are never shown. Values are revealed one record at a time on a paid plan or the trial.
Still stuck?
The support chat knows the page you are on and your plan, or write to a person.