DFX Intelligence

This firm's name, 52 more advisory clients, 155 more Schedule C rows and 18 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

OCIO

OCIOprobable

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This firm's name, 52 more advisory clients, 155 more Schedule C rows and 18 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

546

filed Jul 24, 2026

ADV institutional RAUM

$64B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$52B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.66; discretionary RAUM $52B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

55 allocators

International Association Pension Plan Investment adviser (plan)through Dec 31, 2025 Form 5500
King & Spalding LLP Cash Balance Pension Plan Investment adviser (plan)through Dec 31, 2025 Form 5500
Northshore University Healthsystem Pension Plan Investment adviser (plan)General consultantthrough Dec 31, 2024 Form 5500

+52 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Other roles

1 allocator

Iowa Carpenters Heavy Highway/teamsters Jt. Council #45 Pension Plan Trusteethrough Dec 31, 2022

Schedule C rows

158 rows, $9.6M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
King & Spalding LLP Cash Balance Pension Plan	2025	27 50 72	NONE	$125,248
International Association Pension Plan	2025	27 50	NONE	$117,715
Novo Nordisk Inc. Money Purchase Plan	2025	28 50	NONE	$22,477

+155 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Form ADV readings

charity clients 341 Jul 24, 2026 reported
institutional clients 546 Jul 24, 2026 reported
pension plan clients 205 Jul 24, 2026 reported
raum discretionary $52B Jul 24, 2026 reported
raum institutional $64B Jul 24, 2026 reported
raum total $98B Jul 24, 2026 reported

What changed

Dec 31, 2024Consultant changedinferenceKing & Spalding LLP Cash Balance Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceUnion League Club Employees Retirement Plan
Dimeo Schneider and Associates LLC no longer appears on Union League Club Employees Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceNorthshore University Healthsystem Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceSavings Bank of Danbury Trusteed Pension Plan
with this firmaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceGerber Pension Plan
with this firmaskebsa.dol.gov

+18 more dated events

Every name, record and relationship behind this count, with the source on each.