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.

OCIO

Wealthspire Retirement Advisory

OCIOprobableDC plan focusAliso Viejo, CACRD 121254wealthspire.com
Advisory clients on the tape
8
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
1,395
filed Mar 31, 2026
ADV institutional RAUM
$36B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$39B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.94; discretionary RAUM $39B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
8 allocators
Other roles
3 allocators
Schedule C rows
33 rows, $567,219 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Retirement Plan for Salaried Employees of Rayonier Inc.202427INVESTMENT ADVISOR$54,571
Producer-Writers Guild of America Pension Plan202416 50NONE$25,994
Amalgamated Sugar Company Salaried Retirement Plan202427NONE$25,781
Amalgamated Sugar Company Hourly Retirement Plan202428NONE$25,781
Retirement Plan for Employees of the Millers Insurance Group202416NONE$25,000
PHH Corporation Pension Plan202416NONE$20,000
Pafmg Cash Balance Plan II202427INVESTMENT ADVISOR$20,000
Gould Medical Group, Inc. Cash Balance Pension Plan202428NONE$15,000
Retirement Annuity Plan for Ees of Smeco, Inc.202428NON$5,000
Americold National Service Related Pension Plan202428 99INVESTMENT MANAGEMENT
Bank of Charles Town Defined Benefit Pension Plan202328 50 99NONE$50,934
Retirement Plan for Salaried Employees of Rayonier Inc.202327INVESTMENT ADVISOR$46,568
Producer-Writers Guild of America Pension Plan202316 50NONE$33,059
Retirement Plan for Employees of the Millers Insurance Group202316NONE$25,000
Gould Medical Group, Inc. Cash Balance Pension Plan202328NONE$20,000
Fuerst Group Pension Plan202311ACTUARIAL$17,880
BI Technologies Corporation Retirement Plan202327 28 51NONE$17,009
Retirement Annuity Plan for Ees of Smeco, Inc.202328NONE$15,000
PHH Corporation Pension Plan202316NONE$12,500
TN Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant Employees202327 50INVESTMENT ADVISORY$7,619
Americold National Service Related Pension Plan202328 99INVESTMENT MANAGEMENT
Liberty Lines Transit, Inc. Pension Plan202311enrolled actuary
Fuerst Group Pension Plan202311enrolled actuary
Bank of Charles Town Defined Benefit Pension Plan202228 50 99NONE$46,663
Retirement Plan for Employees of the Millers Insurance Group202216NONE$18,750
Fuerst Group Pension Plan202211ACTUARIAL$17,590
Liberty Lines Transit, Inc. Pension Plan202211ACTUARIAL$16,520
PHH Corporation Pension Plan202216NONE$5,000
Americold National Service Related Pension Plan202228 99INVESTMENT MANAGEMENT
Americold Retirement Income Plan202228 99INVESTMENT MANAGEMENT
Nassau Candy Pension Plan202211enrolled actuary
Liberty Lines Transit, Inc. Pension Plan202211enrolled actuary
Fuerst Group Pension Plan202211enrolled actuary
Form ADV readings
  • institutional clients 1,395 Mar 31, 2026 reported
  • pension plan clients 1,395 Mar 31, 2026 reported
  • raum discretionary $39B Mar 31, 2026 reported
  • raum institutional $36B Mar 31, 2026 reported
  • raum total $39B Mar 31, 2026 reported
What changed