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
W••••••••• C••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
67
filed Mar 29, 2021
ADV institutional RAUM
$5.6B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$584M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $584M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Other roles
1 allocators
- M••••• I••• P•••••• P••• Trusteethrough Mar 31, 2023
Schedule C rows
2 rows, $60,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| M••••• I••• P•••••• P••• | 2023 | 21 | NONE | $30,000 |
| M••••• I••• P•••••• P••• | 2022 | 21 | NONE | $30,000 |
Form ADV readings
- charity clients 7 Mar 29, 2021 reported
- institutional clients 67 Mar 29, 2021 reported
- pension plan clients 60 Mar 29, 2021 reported
- raum discretionary $584M Mar 29, 2021 reported
- raum institutional $5.6B Mar 29, 2021 reported
- raum total $5.6B Mar 29, 2021 reported
What changed
No dated events.