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
Institutional Shareholder Services
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
238
filed Aug 7, 2026
ADV institutional RAUM
n/a
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 0.00; discretionary RAUM n/a. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
- IBM Personal Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Afscme Employees Pension Plan General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
9 rows, $114,760 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| IBM Personal Pension Plan | 2024 | 27 | PARTY-IN-INTEREST | $24,222 |
| Afscme Employees Pension Plan | 2024 | 16 50 | NONE | $9,126 |
| Southern California Local 831 - Employer Pension Fund | 2024 | 28 51 | NONE | $5,253 |
| IBM Personal Pension Plan | 2023 | 27 99 | PARTY-IN-INTEREST | $24,222 |
| Afscme Employees Pension Plan | 2023 | 16 50 | NONE | $9,395 |
| Southern California Local 831 - Employer Pension Fund | 2023 | 28 51 | NONE | $5,125 |
| IBM Personal Pension Plan | 2022 | 27 99 | PARTY-IN-INTEREST | $24,222 |
| Afscme Employees Pension Plan | 2022 | 16 50 | NONE | $8,195 |
| Southern California Local 831 - Employer Pension Fund | 2022 | 28 51 | NONE | $5,000 |
Form ADV readings
- charity clients 45 Aug 7, 2026 reported
- government clients 19 Aug 7, 2026 reported
- institutional clients 238 Aug 7, 2026 reported
- pension plan clients 174 Aug 7, 2026 reported
What changed
No dated events.