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
N•••••••• F•••••••• G••••• I•••
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
106
filed Jul 28, 2026
ADV institutional RAUM
$744M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$708M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.52; discretionary RAUM $708M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- G•••• P•••••• P••• f•• E•••••••• o• A••• B••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
1 rows, $34,391 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| G•••• P•••••• P••• f•• E•••••••• o• A••• B••• | 2022 | 27 50 | INVESTMENT ADVISORY | $34,391 |
Form ADV readings
- charity clients 17 Jul 28, 2026 reported
- government clients 31 Jul 28, 2026 reported
- institutional clients 106 Jul 28, 2026 reported
- pension plan clients 58 Jul 28, 2026 reported
- raum discretionary $708M Jul 28, 2026 reported
- raum institutional $744M Jul 28, 2026 reported
- raum total $1.4B Jul 28, 2026 reported
What changed
- N•••••••• Financial Group no longer appears on G•••• P•••••• P••• f•• E•••••••• o• A••• B•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with N•••••••• F•••••••• G••••• I•••askebsa.dol.gov