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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Institutional manager

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Institutional managerprobableBoston, MACRD 106220g••.com
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
40
filed May 11, 2026
ADV institutional RAUM
$20B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$79B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.24; discretionary RAUM $79B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Schedule C rows
2 rows
Form ADV readings
  • charity clients 16 May 11, 2026 reported
  • government clients 9 May 11, 2026 reported
  • institutional clients 40 May 11, 2026 reported
  • pension plan clients 15 May 11, 2026 reported
  • raum discretionary $79B May 11, 2026 reported
  • raum institutional $20B May 11, 2026 reported
  • raum total $81B May 11, 2026 reported
What changed