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
Schwartz & Co.
Advisory clients on the tape
6
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
252
filed Mar 30, 2026
ADV institutional RAUM
$8.0B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$181M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.76; discretionary RAUM $181M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
6 allocators
- Enstar Natural Gas Company, LLC Retirement Plan for Non-Union Employees Investment adviser (plan)through Dec 31, 2023 Form 5500
- Enstar Natural Gas Company Retirement Plan for Operating and Clerical Unit Employees Investment adviser (plan)through Dec 31, 2023 Form 5500
- Henniges Automotive Consolidated Pension Plan Pension consultantthrough Nov 30, 2023 Form 5500
- Enstar Natural Gas Company Retirement Plan for Operating and Clerical Unit Employees Investment adviser (plan)through Dec 31, 2022 Form 5500
- Semco Energy, Inc. Union Employees' Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Semco Energy, Inc. Non-Union Employees' Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
13 rows, $510,394 direct compensation as filed
Form ADV readings
- charity clients 57 Mar 30, 2026 reported
- government clients 2 Mar 30, 2026 reported
- institutional clients 252 Mar 30, 2026 reported
- pension plan clients 193 Mar 30, 2026 reported
- raum discretionary $181M Mar 30, 2026 reported
- raum institutional $8.0B Mar 30, 2026 reported
- raum total $10B Mar 30, 2026 reported
What changed
No dated events.