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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Institutional manager
C••••••••• W••••• M••••••••• I••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
11
filed Mar 4, 2023
ADV institutional RAUM
$10.4M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$275M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.04; discretionary RAUM $275M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Form ADV readings
- charity clients 3 Mar 4, 2023 reported
- institutional clients 11 Mar 4, 2023 reported
- pension plan clients 8 Mar 4, 2023 reported
- raum discretionary $275M Mar 4, 2023 reported
- raum institutional $10.4M Mar 4, 2023 reported
- raum total $275M Mar 4, 2023 reported
What changed
No dated events.