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.

Investment consultant

USI Advisors, Inc

Investment consultantprobableDC plan focusCTCRD 108113
Advisory clients on the tape
16
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
1,023
filed Mar 30, 2026
ADV institutional RAUM
$44B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.4B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.77; discretionary RAUM $2.4B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
16 allocators
Other roles
1 allocators
Schedule C rows
38 rows, $62.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Retirement Plan of Dime Bank202527NONE$94,966
Iroquois Pipeline Operating Company Cash Balance Retirement Plan202427NONE$104,771
The Retirement Plan of Dime Bank202427NONE$88,599
Ziply Fiber Pension Plan202428 50NONE$84,000
Colt Retirement Defined Benefit Plan202427 50 51 59 60 63NONE$65,959
Ports America Pension Plan202427 50INVESTMENT ADVISORY$27,812
The Academy of Natural Sciences Pension Plan202427 51NONE$25,526
Heritage Village Master Association, Inc. Retirement Income Plan202427NONE$22,427
Virginia Industries Retirement Plan202427NONE$18,265
Richmond Univ Medical Center Pension Plan for Employees Represented by Nysna202428NONE$15,657
Producers Retirement Plan Trust202427INVESTMENT ADVISOR$13,333
Hazen Paper Company Retirement Program202427 99INVESTMENT ADVISORY
Tribal Casino Gaming Enterprise Retirement Plan202427 50 51 59 60NONE
Richmond Univ Medical Center Pension Plan for Employees Represented by Nysna202328NONE$61.4M
Iroquois Pipeline Operating Company Cash Balance Retirement Plan202327NONE$106,476
Ziply Fiber Pension Plan202328 50NONE$84,000
Colt Retirement Defined Benefit Plan202327 50 51 59 60 63NONE$83,569
The Retirement Plan of Dime Bank202327NONE$77,935
The Academy of Natural Sciences Pension Plan202311 27 51NONE$30,934
Tribal Casino Gaming Enterprise Retirement Plan202327 50 51 59 60NONE$27,653
Food Marketplace, Inc. Pension Plan202327 50INVESTMENT ADVISORY$24,421
Heritage Village Master Association, Inc. Retirement Income Plan202327NONE$22,832
Rotterdam Ventures, Inc. Employees' Pension Plan202327 28 51INVESTMENT ADVISOR$22,500
Retirement Plan of Natural Resources Defense Council, Inc.202328NONE$13,739
Ports America Pension Plan202328INVESTMENT ADVISORY$13,152
Hazen Paper Company Retirement Program202327 99INVESTMENT ADVISORY
Colt Retirement Defined Benefit Plan202227 50 51 59 60 63NONE$105,572
Ziply Fiber Pension Plan202228 50NONE$84,000
The Defined Benefit Pension Plan of the Head Start Sponsoring Board202227 50INVESTMENT ADVISORY$61,500
Retirement Plan for Employees of Chicago Hardware & Fixture Company202227NONE$37,535
Pension Plan for Employees of Republic Companies, Inc. and Certain Affiliates202227ADVISORY$31,233
Retirement Plan of Natural Resources Defense Council, Inc.202228NONE$30,675
The Academy of Natural Sciences Pension Plan202211 27 51NONE$24,063
Food Marketplace, Inc. Pension Plan202227 50INVESTMENT ADVISORY$23,710
Rotterdam Ventures, Inc. Employees' Pension Plan202227 28 51INVESTMENT ADVISOR$16,875
Tribal Casino Gaming Enterprise Retirement Plan202227 50 51 59 60NONE$13,647
Defined Benefit Pension Plan of Keralink International202211 17 28 50 70ACTUARY$12,165
Qualstar Credit Union Defined Benefit Plan202227 52NONE
Form ADV readings
  • charity clients 71 Mar 30, 2026 reported
  • government clients 107 Mar 30, 2026 reported
  • institutional clients 1,023 Mar 30, 2026 reported
  • pension plan clients 845 Mar 30, 2026 reported
  • raum discretionary $2.4B Mar 30, 2026 reported
  • raum institutional $44B Mar 30, 2026 reported
  • raum total $56B Mar 30, 2026 reported
What changed