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.
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Investment consultant
T•••••••• P••••••• F•••••••• L••
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
118
filed Jul 17, 2026
ADV institutional RAUM
$1.2B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$407M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.77; discretionary RAUM $407M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- P•••••• F•••••• C••••• U•••• R••••••••• P•••••• P••• Investment adviser (plan)through Dec 31, 2024 Form 5500
Schedule C rows
1 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| P•••••• F•••••• C••••• U•••• R••••••••• P•••••• P••• | 2024 | 27 99 | INVESTMENT ADVISORY |
Form ADV readings
- institutional clients 118 Jul 17, 2026 reported
- pension plan clients 118 Jul 17, 2026 reported
- raum discretionary $407M Jul 17, 2026 reported
- raum institutional $1.2B Jul 17, 2026 reported
- raum total $1.6B Jul 17, 2026 reported
What changed
- T•••••••• P••••••• F•••••••• L•• appears on P•••••• F•••••• C••••• U•••• R••••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with T•••••••• P••••••• F•••••••• L••askebsa.dol.gov