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
Wespac Advisors, LLC
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
347
filed Apr 1, 2026
ADV institutional RAUM
$1.1B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.2B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.88; discretionary RAUM $1.2B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- Urology Nevada, Ltd. Pension Plan Investment adviser (plan)through Dec 31, 2023 Form 5500
Schedule C rows
2 rows, $95,121 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Urology Nevada, Ltd. Pension Plan | 2024 | 27 28 | NONE | $53,484 |
| Urology Nevada, Ltd. Pension Plan | 2023 | 27 28 | NONE | $41,637 |
Form ADV readings
- institutional clients 347 Apr 1, 2026 reported
- pension plan clients 347 Apr 1, 2026 reported
- raum discretionary $1.2B Apr 1, 2026 reported
- raum institutional $1.1B Apr 1, 2026 reported
- raum total $1.2B Apr 1, 2026 reported
What changed
No dated events.