DFX Intelligence

This firm's name, 42 more advisory clients, 92 more Schedule C rows and 10 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

OCIO

OCIOprobable

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This firm's name, 42 more advisory clients, 92 more Schedule C rows and 10 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

452

filed Mar 24, 2026

ADV institutional RAUM

$33B

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

$42B

Item 5.F

Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.78; discretionary RAUM $42B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

45 allocators

North Dakota Public Employees Retirement System (PERS) General consultantthrough Jul 29, 2026 Board minutes
Nys Teachers' Retirement System General consultantthrough Jan 28, 2026 Board minutes
Colorado Public Employees' Retirement Association General consultantthrough Dec 31, 2025 Board minutes

+42 more advisory clients

Every name, record and relationship behind this count, with the source on each.

Other roles

1 allocator

Windstream Pension Plan Named fiduciarythrough Dec 31, 2022

Schedule C rows

95 rows, $9.9M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
National Roofing Industry Pension Fund	2025	27 56	NONE	$165,016
Retirement Plan for Employees of Puget Sound Energy, Inc.	2025	27 50	NONE	$120,730
The Bank of America Pension Plan	2024	27 50	NONE	$519,000

+92 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Form ADV readings

charity clients 51 Mar 24, 2026 reported
government clients 151 Mar 24, 2026 reported
institutional clients 452 Mar 24, 2026 reported
pension plan clients 250 Mar 24, 2026 reported
raum discretionary $42B Mar 24, 2026 reported
raum institutional $33B Mar 24, 2026 reported
raum total $42B Mar 24, 2026 reported

What changed

Jul 29, 2026Consultant changedNorth Dakota Public Employees Retirement System (PERS)
with this firmrio.nd.gov
Jan 28, 2026Consultant changedNys Teachers' Retirement System
with this firmnystrs.org
Dec 16, 2025Consultant changedNHRS Traditional DB Pension Plan
with this firmnhrs.org
Mar 14, 2025Consultant changedColorado Public Employees' Retirement Association
with this firmcontent.copera.org
Dec 31, 2024Consultant changedinferenceLumen Combined Pension Plan
with this firmaskebsa.dol.gov

+10 more dated events

Every name, record and relationship behind this count, with the source on each.