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

Fiduciary Investment Advisors

Investment consultantprobableCRD 140675
Advisory clients on the tape
9
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
72
filed Jul 9, 2020
ADV institutional RAUM
$3.7B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.2B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.75; discretionary RAUM $2.2B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
9 allocators
Schedule C rows
21 rows, $1.2M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Arxada Consolidated Pension Plan202427 51NONE$189,805
Holy Cross Retirement Plan for Nonexempt Employees202416NONE$61,599
Rand-Whitney Retirement Plan for Members of Bargaining Units202427 52ADVISOR$25,598
South County Hospital Retirement Plan202427 50NONE$7,401
The Arxada Consolidated Pension Plan202327 51NONE$187,000
Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates202327RETAINED BY EMPLOYER$105,060
Holy Cross Retirement Plan for Nonexempt Employees202316NONE$50,650
Mizuho Bank, Ltd. Pension Plan202316 50NONE$44,443
Beiersdorf, Inc. Cash Balance Retirement Plan202317 50NONE$33,814
South County Hospital Retirement Plan202327 50NONE$29,605
Retirement Plan for Employees of Ohio Valley General Hospital202316 27NONE$24,586
Rand-Whitney Retirement Plan for Members of Bargaining Units202327 52ADVISOR$21,930
The Arxada Consolidated Pension Plan202227 51NONE$187,000
Holy Cross Retirement Plan for Nonexempt Employees202216NONE$61,287
Beiersdorf, Inc. Cash Balance Retirement Plan202217 50NONE$33,180
Retirement Plan for Employees of Ohio Valley General Hospital202216 27NONE$32,066
South County Hospital Retirement Plan202227 50NONE$30,853
Rand-Whitney Retirement Plan for Members of Bargaining Units202227 52ADVISOR$22,810
Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates202227RETAINED BY EMPLOYER$17,174
Mizuho Bank, Ltd. Pension Plan202216 50NONE$13,946
Employee Retirement Plan for Hourly Employees of Alstom Signaling Inc.202227 50 51NONE$12,030
Form ADV readings
  • charity clients 57 Jul 9, 2020 reported
  • government clients 8 Jul 9, 2020 reported
  • institutional clients 72 Jul 9, 2020 reported
  • pension plan clients 7 Jul 9, 2020 reported
  • raum discretionary $2.2B Jul 9, 2020 reported
  • raum institutional $3.7B Jul 9, 2020 reported
  • raum total $5.0B Jul 9, 2020 reported
What changed