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
Preisz Financial
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
102
filed Mar 27, 2026
ADV institutional RAUM
$547M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$410M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.78; discretionary RAUM $410M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Schedule C rows
3 rows, $87,651 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Oncology Associates of Oregon, P. C. Cash Balance Plan | 2024 | 28 | NONE | $36,967 |
| Oncology Associates of Oregon, P. C. Cash Balance Plan | 2023 | 28 | NONE | $27,594 |
| Oncology Associates of Oregon, P. C. Cash Balance Plan | 2022 | 28 | NONE | $23,090 |
Form ADV readings
- institutional clients 102 Mar 27, 2026 reported
- pension plan clients 102 Mar 27, 2026 reported
- raum discretionary $410M Mar 27, 2026 reported
- raum institutional $547M Mar 27, 2026 reported
- raum total $702M Mar 27, 2026 reported
What changed
No dated events.