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

Cardinal Investment Advisors

Investment consultantprobableCRD 116418
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
31
filed Mar 28, 2025
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM n/a. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
3 allocators
Schedule C rows
12 rows, $845,383 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
WPS Pension Plan202527 50NONE$70,908
WPS Pension Plan202427 50NONE$145,632
Premera Pension Equity Plan202416 17 27 49 50 70INVESTMENT ADVISOR$46,302
Amerisure Mutual Insurance Company Cash Balance Pension Plan202428NONE$20,000
WPS Pension Plan202327 50NONE$145,632
Liberty Mutual Retirement Benefit Plan202328 51NONE$117,000
Premera Pension Equity Plan202316 17 27 49 50 70INVESTMENT ADVISOR$39,338
Amerisure Mutual Insurance Company Cash Balance Pension Plan202328NONE$20,000
WPS Pension Plan202227 50NONE$142,892
Non-Contributory Retirement Program for Certain Employees of Bcs Financial Corporation202227INVESTMENT ADVISORY$40,833
Premera Pension Equity Plan202216 17 27 49 50 70INVESTMENT ADVISOR$36,846
Amerisure Mutual Insurance Company Cash Balance Pension Plan202228NONE$20,000
Form ADV readings
  • charity clients 8 Mar 28, 2025 reported
  • institutional clients 31 Mar 28, 2025 reported
  • pension plan clients 23 Mar 28, 2025 reported
What changed