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
S••••• S••••••••• G••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
79
filed May 4, 2018
ADV institutional RAUM
$2.9B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$3.9B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.74; discretionary RAUM $3.9B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Form ADV readings
- charity clients 39 May 4, 2018 reported
- government clients 18 May 4, 2018 reported
- institutional clients 79 May 4, 2018 reported
- pension plan clients 22 May 4, 2018 reported
- raum discretionary $3.9B May 4, 2018 reported
- raum institutional $2.9B May 4, 2018 reported
- raum total $3.9B May 4, 2018 reported
What changed
No dated events.