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.
Investment consultant
Bb&t Institutional Investment Advisers, Inc.
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
976
filed Apr 21, 2020
ADV institutional RAUM
$8.1B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$4.4B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.91; discretionary RAUM $4.4B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Other roles
1 allocators
- Boys and Girls Homes of Nc, Inc. Employees Pension Plan Trusteethrough Sep 30, 2023
Schedule C rows
1 rows, $20,366 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Boys and Girls Homes of Nc, Inc. Employees Pension Plan | 2022 | 21 28 | NONE | $20,366 |
Form ADV readings
- charity clients 6 Apr 21, 2020 reported
- government clients 11 Apr 21, 2020 reported
- institutional clients 976 Apr 21, 2020 reported
- pension plan clients 959 Apr 21, 2020 reported
- raum discretionary $4.4B Apr 21, 2020 reported
- raum institutional $8.1B Apr 21, 2020 reported
- raum total $9.0B Apr 21, 2020 reported
What changed
No dated events.