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
Comperio Retirement Consulting
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
27
filed Mar 30, 2026
ADV institutional RAUM
$2.0B
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 1.00; discretionary RAUM n/a. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
- United Refining Company Pension Plan for Hourly Employees Pension consultantthrough Dec 31, 2023 Form 5500
- United Refining Company Consolidated Pension Plan Pension consultantthrough Dec 31, 2023 Form 5500
Schedule C rows
2 rows, $18,750 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| United Refining Company Pension Plan for Hourly Employees | 2023 | 17 50 | CONSULTING | $9,375 |
| United Refining Company Consolidated Pension Plan | 2023 | 17 50 | CONSULTING FEES | $9,375 |
Form ADV readings
- institutional clients 27 Mar 30, 2026 reported
- pension plan clients 27 Mar 30, 2026 reported
- raum institutional $2.0B Mar 30, 2026 reported
- raum total $2.0B Mar 30, 2026 reported
What changed
- Comperio Retirement Consulting no longer appears on United Refining Company Consolidated Pension Plan's Schedule C as pension consultant (plan year 2024 vs 2023)with Comperio Retirement Consultingaskebsa.dol.gov
- Comperio Retirement Consulting appears on United Refining Company Pension Plan for Hourly Employees's Schedule C as pension consultant (plan year 2023 vs 2022)with Comperio Retirement Consultingaskebsa.dol.gov
- Comperio Retirement Consulting appears on United Refining Company Consolidated Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Comperio Retirement Consultingaskebsa.dol.gov