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
N••••••• R••••••••• S•••••••• I•••
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
106
filed Sep 1, 2026
ADV institutional RAUM
$1.0B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.0B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $1.0B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- P•••••• P••• f•• E•••••••• o• G••••• R••• F••••••••• o• W••••• C••••• a• N•••••••• M••••• B•••••• C••••••••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $81,197 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| P•••••• P••• f•• E•••••••• o• G••••• R••• F••••••••• o• W••••• C••••• a• N•••••••• M••••• B•••••• C••••••••• | 2024 | 27 | INVESTMENT ADVISOR | $23,192 |
| P•••••• P••• f•• E•••••••• o• G••••• R••• F••••••••• o• W••••• C••••• a• N•••••••• M••••• B•••••• C••••••••• | 2023 | 27 | INVESTMENT ADVISOR | $50,061 |
| P•••••• P••• f•• E•••••••• o• G••••• R••• F••••••••• o• W••••• C••••• a• N•••••••• M••••• B•••••• C••••••••• | 2022 | 27 | INVESTMENT ADVISOR | $7,944 |
Form ADV readings
- institutional clients 106 Sep 1, 2026 reported
- pension plan clients 106 Sep 1, 2026 reported
- raum discretionary $1.0B Sep 1, 2026 reported
- raum institutional $1.0B Sep 1, 2026 reported
- raum total $1.0B Sep 1, 2026 reported
What changed
No dated events.