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
A•••• I••••••••• C••••••••• G••••
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
46
filed Mar 25, 2026
ADV institutional RAUM
$701M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$714M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.98; discretionary RAUM $714M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- N•••• S•••• B••• R••••••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $60,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| N•••• S•••• B••• R••••••••• P••• | 2024 | 27 | INVESTMENT ADVISOR | $20,000 |
| N•••• S•••• B••• R••••••••• P••• | 2023 | 27 | INVESTMENT ADVISOR | $20,000 |
| N•••• S•••• B••• R••••••••• P••• | 2022 | 27 | INVESTMENT ADVISOR | $20,000 |
Form ADV readings
- charity clients 19 Mar 25, 2026 reported
- institutional clients 46 Mar 25, 2026 reported
- pension plan clients 27 Mar 25, 2026 reported
- raum discretionary $714M Mar 25, 2026 reported
- raum institutional $701M Mar 25, 2026 reported
- raum total $714M Mar 25, 2026 reported
What changed
No dated events.