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

Iic

Investment consultantprobableBloomfield Hills, MICRD 168705linkedin.com
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
45
filed Feb 1, 2026
ADV institutional RAUM
$125M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$125M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $125M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
3 allocators
Schedule C rows
4 rows, $170,597 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Retirement&security Program for Employees of Ntca and Its Members202427 50NONE$20,000
Tubelite, Inc. Hourly Employees Pension Plan202427 50 99INVESTMENT ADVISORY$12,278
GCP Applied Technologies Inc. Retirement Plan for Salaried Employees202327 50INVESTMENT ADVISORY$68,242
GCP Applied Technologies Inc. Retirement Plan for Salaried Employees202227 50INVESTMENT ADVISORY$70,077
Form ADV readings
  • institutional clients 45 Feb 1, 2026 reported
  • pension plan clients 45 Feb 1, 2026 reported
  • raum discretionary $125M Feb 1, 2026 reported
  • raum institutional $125M Feb 1, 2026 reported
  • raum total $125M Feb 1, 2026 reported
What changed