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

Investment Consulting Group

Investment consultantprobableIACRD 106967
Advisory clients on the tape
6
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
34
filed Aug 24, 2026
ADV institutional RAUM
$2.2B
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 0.79; discretionary RAUM n/a. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
6 allocators
Schedule C rows
18 rows, $630,717 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Plumbers & Pipefitters Local No. 25 Pension Fund202427NONE$66,000
Steamfitters Local Union No. 464 Pension Plan202417NONE$34,000
Neca Local 145 Ibew Pension Fund202427NONE$33,500
Local 99 Pension Plan202427 50NONE$32,000
Local 81 Int'l Assoc of Heat & Frost Insulators & Allied Workers Pension Plan202416 50NONE$26,000
East Central Illinois Pipe Trades Pension Fund202427NONE$24,500
Plumbers & Pipefitters Local No. 25 Pension Fund202327NONE$66,000
Steamfitters Local Union No. 464 Pension Plan202317NONE$34,000
Neca Local 145 Ibew Pension Fund202327NONE$33,000
Local 99 Pension Plan202327 50NONE$31,000
East Central Illinois Pipe Trades Pension Fund202327NONE$24,667
Local 81 Int'l Assoc of Heat & Frost Insulators & Allied Workers Pension Plan202316 50NONE$23,250
Plumbers & Pipefitters Local No. 25 Pension Fund202227NONE$66,000
Neca Local 145 Ibew Pension Fund202227NONE$31,250
Steamfitters Local Union No. 464 Pension Plan202217NONE$30,800
Local 99 Pension Plan202227 50NONE$30,250
East Central Illinois Pipe Trades Pension Fund202227NONE$23,500
Local 81 Int'l Assoc of Heat & Frost Insulators & Allied Workers Pension Plan202216 50NONE$21,000
Form ADV readings
  • charity clients 6 Aug 24, 2026 reported
  • institutional clients 34 Aug 24, 2026 reported
  • pension plan clients 28 Aug 24, 2026 reported
  • raum institutional $2.2B Aug 24, 2026 reported
  • raum total $2.8B Aug 24, 2026 reported
What changed
No dated events.