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.
Institutional manager
Cadaret Grant & Co Inc
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
182
filed Jul 15, 2025
ADV institutional RAUM
$127M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$7.5B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.02; discretionary RAUM $7.5B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- Local 18 International Union of Police & Protection Employees - Isopgu Pension Fund Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $20,613 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Local 18 International Union of Police & Protection Employees - Isopgu Pension Fund | 2024 | 28 51 | INVESTMENT ADVISOR | $5,162 |
| Local 18 International Union of Police & Protection Employees - Isopgu Pension Fund | 2023 | 27 51 | INVESTMENT ADVISOR | $8,386 |
| Local 18 International Union of Police & Protection Employees - Isopgu Pension Fund | 2022 | 27 51 | INVESTMENT ADVISOR | $7,065 |
Form ADV readings
- charity clients 49 Jul 15, 2025 reported
- institutional clients 182 Jul 15, 2025 reported
- pension plan clients 133 Jul 15, 2025 reported
- raum discretionary $7.5B Jul 15, 2025 reported
- raum institutional $127M Jul 15, 2025 reported
- raum total $7.7B Jul 15, 2025 reported
What changed
No dated events.