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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OCIO

C••• I••••••••• A••••••• S•••••••

OCIOprobableDC plan focusOHCRD 286002
Advisory clients on the tape
4
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
987
filed Mar 20, 2026
ADV institutional RAUM
$10B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$13B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.79; discretionary RAUM $13B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
4 allocators
Schedule C rows
6 rows, $502,852 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
L•••••• U•••••••• D•••••• B•••••• P•••••• P•••202427 50NONE$163,285
H••••• E•••••••• R••••••••• P••• o• B••••••• I•••202416 50NONE$100,000
L•••• B••••••• B•••••••• I••• P•••••• P•••202427INVESTMENT ADVISOR$79,689
L•••••• U•••••••• C••• B•••••• P•••••• P•••202427 50NONE$27,450
L•••• B••••••• B•••••••• I••• P•••••• P•••202327INVESTMENT ADVISOR$66,865
L•••• B••••••• B•••••••• I••• P•••••• P•••202227$65,563
Form ADV readings
  • charity clients 14 Mar 20, 2026 reported
  • government clients 243 Mar 20, 2026 reported
  • institutional clients 987 Mar 20, 2026 reported
  • pension plan clients 730 Mar 20, 2026 reported
  • raum discretionary $13B Mar 20, 2026 reported
  • raum institutional $10B Mar 20, 2026 reported
  • raum total $13B Mar 20, 2026 reported
What changed