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
P••• S••••••••• I••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
189
filed Jun 30, 2021
ADV institutional RAUM
$292M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$188M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $188M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Form ADV readings
- institutional clients 189 Jun 30, 2021 reported
- pension plan clients 189 Jun 30, 2021 reported
- raum discretionary $188M Jun 30, 2021 reported
- raum institutional $292M Jun 30, 2021 reported
- raum total $292M Jun 30, 2021 reported
What changed
No dated events.