DFX Intelligence

Allocator Intelligence

Monticello Associates

Investment consultant
Investment consultantprobableCRD 107392

5 more advisory clients and 16 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM Not disclosed. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

8 allocators

+5 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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

+16 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

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