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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Investment consultant
I••• C••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
66
filed Mar 28, 2024
ADV institutional RAUM
$944M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.7B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.55; discretionary RAUM $1.7B. 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 2 Mar 28, 2024 reported
- government clients 1 Mar 28, 2024 reported
- institutional clients 66 Mar 28, 2024 reported
- pension plan clients 63 Mar 28, 2024 reported
- raum discretionary $1.7B Mar 28, 2024 reported
- raum institutional $944M Mar 28, 2024 reported
- raum total $1.7B Mar 28, 2024 reported
What changed
No dated events.