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.

Institutional manager

Lion Street Advisors, LLC

Institutional managercandidateCRD 167610
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
21
filed Apr 1, 2025
ADV institutional RAUM
$467M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.15; discretionary RAUM $2.1B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
Schedule C rows
2 rows, $49,662 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Beacon Credit Union Cash Balance Defined Benefit Plan and Trust202427 50INVESTMENT ADVISORY$49,662
Beacon Credit Union Cash Balance Defined Benefit Plan and Trust202227 50INVESTMENT ADVISORY
Form ADV readings
  • institutional clients 21 Apr 1, 2025 reported
  • pension plan clients 21 Apr 1, 2025 reported
  • raum discretionary $2.1B Apr 1, 2025 reported
  • raum institutional $467M Apr 1, 2025 reported
  • raum total $3.2B Apr 1, 2025 reported
What changed