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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Investment consultant
P•• G••••• L••
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
20
filed Mar 23, 2026
ADV institutional RAUM
$1.5B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.7B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.88; discretionary RAUM $1.7B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
- R••••••••• P••• f•• E•••••••• o• L•••••• I•••• B••••••••• A•••••••• C••••••••• a•• A••••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- I•• P••••••• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
8 rows, $3.7M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| I•• P••••••• P•••••• P••• | 2024 | 27 | PARTY-IN-INTEREST | $974,435 |
| W•••••• C••••••••• o• T•••••••• P•••••• P••• | 2024 | 52 | NONE | |
| I•• P••••••• P•••••• P••• | 2023 | 27 | PARTY-IN-INTEREST | $1.8M |
| W•••••• C••••••••• o• T•••••••• P•••••• P••• | 2023 | 52 | NONE | |
| I•• P••••••• P•••••• P••• | 2022 | 27 | PARTY-IN-INTEREST | $680,958 |
| M••••••• I••• R••••••••• P••• | 2022 | 28 51 | NONE | $97,115 |
| R••••••••• P••• f•• E•••••••• o• L•••••• I•••• B••••••••• A•••••••• C••••••••• a•• A••••••••• | 2022 | 27 51 | NONE | $55,934 |
| W•••••• C••••••••• o• T•••••••• P•••••• P••• | 2022 | 52 | NONE |
Form ADV readings
- government clients 6 Mar 23, 2026 reported
- institutional clients 20 Mar 23, 2026 reported
- pension plan clients 14 Mar 23, 2026 reported
- raum discretionary $1.7B Mar 23, 2026 reported
- raum institutional $1.5B Mar 23, 2026 reported
- raum total $1.7B Mar 23, 2026 reported
What changed
- P•• G••••• L•• no longer appears on M••••••• I••• R••••••••• P•••'s Schedule C as investment manager (plan year 2023 vs 2022)with P•• G••••• L••askebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceR••••••••• P••• f•• E•••••••• o• L•••••• I•••• B••••••••• A•••••••• C••••••••• a•• A•••••••••P•• G••••• L•• no longer appears on R••••••••• P••• f•• E•••••••• o• L•••••• I•••• B••••••••• A•••••••• C••••••••• a•• A•••••••••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with P•• G••••• L••askebsa.dol.gov