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
A•••• C•••••• M••••••••• G•••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
384
filed Mar 26, 2026
ADV institutional RAUM
$654M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$83.0M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.89; discretionary RAUM $83.0M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Form ADV readings
- charity clients 1 Mar 26, 2026 reported
- government clients 1 Mar 26, 2026 reported
- institutional clients 384 Mar 26, 2026 reported
- pension plan clients 382 Mar 26, 2026 reported
- raum discretionary $83.0M Mar 26, 2026 reported
- raum institutional $654M Mar 26, 2026 reported
- raum total $734M Mar 26, 2026 reported
What changed
No dated events.