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

Monticello Associates

Investment consultantprobableCRD 107392
Advisory clients on the tape
8
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
163
filed May 8, 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
8 allocators
Schedule C rows
19 rows, $998,405 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Retirement Plan for Employees of Rehabilitation Institute of Chicago202427 50NONE$68,750
The Musical Arts Association Retirement Plan202427 50NONE$25,395
Columbia College Chicago Pension Plan202427 50NONE$21,500
The Orchestral Association Retirement Plan for Administrative Employees202427INVESTMENT ADVISORY$10,079
William Beaumont Hospital Employees' Retirement Plan202327 50 51NONE$116,324
Retirement Plan for Employees of Rehabilitation Institute of Chicago202327 50NONE$75,000
The Art Institute of Chicago Pension Plan202327 50 70NONE$52,500
Oakwood Healthcare, Inc. Cash Balance Plan202327 50NONE$22,927
Columbia College Chicago Pension Plan202327 50NONE$20,504
The Musical Arts Association Retirement Plan202327 50NONE$20,117
The Orchestral Association Retirement Plan for Administrative Employees202327INVESTMENT ADVISORY$9,875
Oakwood Healthcare, Inc. Union Cash Balance Plan202327 50 51NONE$5,412
William Beaumont Hospital Employees' Retirement Plan202227 50 51NONE$358,991
Retirement Plan for Employees of Rehabilitation Institute of Chicago202227 50NONE$75,000
The Art Institute of Chicago Pension Plan202227 50NONE$52,500
Columbia College Chicago Pension Plan202227 50NONE$21,500
The Musical Arts Association Retirement Plan202227 50NONE$21,225
Oakwood Healthcare, Inc. Union Cash Balance Plan202227 50 51NONE$11,289
The Orchestral Association Retirement Plan for Administrative Employees202227INVESTMENT ADVISORY$9,517
Form ADV readings
  • charity clients 156 May 8, 2026 reported
  • institutional clients 163 May 8, 2026 reported
  • pension plan clients 7 May 8, 2026 reported
What changed