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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Institutional manager

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Institutional managerprobableSausalito, CACRD 131834
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
39
filed Oct 22, 2022
ADV institutional RAUM
$394M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$994M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.40; discretionary RAUM $994M. 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
  • institutional clients 39 Oct 22, 2022 reported
  • pension plan clients 39 Oct 22, 2022 reported
  • raum discretionary $994M Oct 22, 2022 reported
  • raum institutional $394M Oct 22, 2022 reported
  • raum total $994M Oct 22, 2022 reported
What changed
No dated events.