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
S••••••• K••••• K•••••• L••
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
40
filed Mar 31, 2026
ADV institutional RAUM
$7.6B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.70; discretionary RAUM $2.1B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
3 allocators
- T•• H•••••• H••••••• P•••••• P••• Investment adviser (plan)through Nov 30, 2023 Form 5500
- C••• B•••••• P•••••• P••• f•• S•••• E•••••••• o• M•••• H•••••• C•••••• Investment adviser (plan)through Jun 30, 2023 Form 5500
- A••••••• C••••••••• B•••• L••• L•• P•••••• P••• Pension consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
8 rows, $1.5M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| A••••••• C••••••••• B•••• L••• L•• P•••••• P••• | 2024 | 17 27 50 70 | NONE | $247,659 |
| C••• B•••••• P•••••• P••• f•• S•••• E•••••••• o• M•••• H•••••• C•••••• | 2024 | 27 50 51 | NONE | $46,386 |
| A••••••• C••••••••• B•••• L••• L•• P•••••• P••• | 2023 | 17 27 50 70 | NONE | $291,271 |
| T•• H•••••• H••••••• P•••••• P••• | 2023 | 27 50 | NONE | $261,675 |
| C••• B•••••• P•••••• P••• f•• S•••• E•••••••• o• M•••• H•••••• C•••••• | 2023 | 27 50 51 | NONE | $51,600 |
| T•• H•••••• H••••••• P•••••• P••• | 2022 | 27 50 | NONE | $293,941 |
| A••••••• C••••••••• B•••• L••• L•• P•••••• P••• | 2022 | 17 27 50 70 | NONE | $291,104 |
| C••• B•••••• P•••••• P••• f•• S•••• E•••••••• o• M•••• H•••••• C•••••• | 2022 | 27 50 51 | NONE | $63,550 |
Form ADV readings
- charity clients 22 Mar 31, 2026 reported
- institutional clients 40 Mar 31, 2026 reported
- pension plan clients 18 Mar 31, 2026 reported
- raum discretionary $2.1B Mar 31, 2026 reported
- raum institutional $7.6B Mar 31, 2026 reported
- raum total $11B Mar 31, 2026 reported
What changed
No dated events.