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

B••••••••• C••••••••• I••

Institutional managercandidateCRD 111188
Advisory clients on the tape
4
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
16
filed Mar 24, 2026
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM n/a. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
4 allocators
Schedule C rows
10 rows, $900,839 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
T•• P••••••••• M••••• R••••••••• P•••202427 50NONE$258,100
N•••••••• o• N•• Y••• P••••••••• P•••••• F•••202427NONE$20,000
A••••••••• L•• C••• B•••••• P•••202428NONE$19,899
T•• P••••••••• M••••• R••••••••• P•••202327 50NONE$262,884
N•••••••• o• N•• Y••• P••••••••• P•••••• F•••202327NONE$20,000
M••••• F••• P••••• I••• N•••••••• R••••••••• I••••• P•••202317 50CONSULTANT$10,350
T•• P••••••••• M••••• R••••••••• P•••202227 50NONE$264,606
N•••••••• o• N•• Y••• P••••••••• P•••••• F•••202227NONE$20,000
M••••• F••• P••••• I••• N•••••••• R••••••••• I••••• P•••202217 50CONSULTANT$13,800
M••••• F••• P••••• I••• U•••• R••••••••• I••••• P•••202217 50CONSULTANT$11,200
Form ADV readings
  • institutional clients 16 Mar 24, 2026 reported
  • pension plan clients 16 Mar 24, 2026 reported
What changed