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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Investment consultant
N•• D•••• R•••••••• I•••
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
64
filed Dec 18, 2025
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.2M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM $2.2M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- R••••••••• P••• o• C••••••• C••••• Investment adviser (plan)through Sep 30, 2024 Form 5500
Schedule C rows
1 rows, $5,267 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| R••••••••• P••• o• C••••••• C••••• | 2023 | 27 28 | NONE | $5,267 |
Form ADV readings
- charity clients 17 Dec 18, 2025 reported
- government clients 24 Dec 18, 2025 reported
- institutional clients 64 Dec 18, 2025 reported
- pension plan clients 23 Dec 18, 2025 reported
- raum discretionary $2.2M Dec 18, 2025 reported
- raum total $2.2M Dec 18, 2025 reported
What changed
- NED D•••• R••••••• no longer appears on R••••••••• P••• o• C••••••• C•••••'s Schedule C as investment manager (plan year 2024 vs 2023)with N•• D•••• R•••••••• I•••askebsa.dol.gov
- NED D•••• R••••••• appears on R••••••••• P••• o• C••••••• C•••••'s Schedule C as investment manager (plan year 2023 vs 2022)with N•• D•••• R•••••••• I•••askebsa.dol.gov