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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Investment consultant
N•••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
443
filed Jul 7, 2026
ADV institutional RAUM
$795M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$823M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.87; discretionary RAUM $823M. 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
- institutional clients 443 Jul 7, 2026 reported
- pension plan clients 443 Jul 7, 2026 reported
- raum discretionary $823M Jul 7, 2026 reported
- raum institutional $795M Jul 7, 2026 reported
- raum total $911M Jul 7, 2026 reported
What changed
No dated events.