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
CAP Strat
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
114
filed Jul 7, 2025
ADV institutional RAUM
$19B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$5.3B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.88; discretionary RAUM $5.3B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- RGA Reinsurance Company Performance Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $366,300 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| RGA Reinsurance Company Performance Pension Plan | 2024 | 27 | INV. ADVISORY | $127,219 |
| RGA Reinsurance Company Performance Pension Plan | 2023 | 27 | INV. ADVISORY | $186,213 |
| RGA Reinsurance Company Performance Pension Plan | 2022 | 27 | RETAINED BY EMPLOYER | $52,868 |
Form ADV readings
- charity clients 9 Jul 7, 2025 reported
- institutional clients 114 Jul 7, 2025 reported
- pension plan clients 105 Jul 7, 2025 reported
- raum discretionary $5.3B Jul 7, 2025 reported
- raum institutional $19B Jul 7, 2025 reported
- raum total $21B Jul 7, 2025 reported
What changed
No dated events.