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
M• R•••••••••
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
153
filed Mar 23, 2026
ADV institutional RAUM
$5.4B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.8B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.98; discretionary RAUM $1.8B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- I•••••• F••• B••••• R••••••••• P••• Pension consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $30,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| I•••••• F••• B••••• R••••••••• P••• | 2024 | 17 | NONE | $10,000 |
| I•••••• F••• B••••• R••••••••• P••• | 2023 | 17 | NONE | $10,000 |
| I•••••• F••• B••••• R••••••••• P••• | 2022 | 17 | NONE | $10,000 |
Form ADV readings
- institutional clients 153 Mar 23, 2026 reported
- pension plan clients 153 Mar 23, 2026 reported
- raum discretionary $1.8B Mar 23, 2026 reported
- raum institutional $5.4B Mar 23, 2026 reported
- raum total $5.5B Mar 23, 2026 reported
What changed
No dated events.