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.
Investment consultant
RVK, Inc.
Advisory clients on the tape
6
Schedule C, ACFR
Public-system clients
5
ACFR and seeds
ADV institutional clients
154
filed Jun 5, 2026
ADV institutional RAUM
$769M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.93; discretionary RAUM n/a. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
6 allocators
- Montana Teacher Retirement System General consultantthrough Jun 30, 2025 ACFR
- Santa Barbara County Employees Retirement Association General consultantthrough Jun 30, 2025 ACFR
- Teachers' Retirement System of the State of Illinois General consultantthrough Jun 30, 2025 ACFR
- Missouri Local Government Employees Retirement System General consultantthrough Jun 30, 2025 ACFR
- Montana Public Employees Retirement System DB Plan General consultantthrough Jun 30, 2024 ACFR
- Intermountain Retail Store Employees Pension Plan Investment adviser (plan)through Aug 31, 2023 Form 5500
Schedule C rows
3 rows, $137,500 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Intermountain Retail Store Employees Pension Plan | 2024 | 27 | NONE | $47,500 |
| Intermountain Retail Store Employees Pension Plan | 2023 | 27 | NONE | $45,000 |
| Intermountain Retail Store Employees Pension Plan | 2022 | 27 | NONE | $45,000 |
Form ADV readings
- charity clients 26 Jun 5, 2026 reported
- government clients 56 Jun 5, 2026 reported
- institutional clients 154 Jun 5, 2026 reported
- pension plan clients 72 Jun 5, 2026 reported
- raum institutional $769M Jun 5, 2026 reported
- raum total $828M Jun 5, 2026 reported
What changed
No dated events.