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
R••••• H•••••• I•••••••••
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
15
filed Mar 6, 2026
ADV institutional RAUM
$590M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$3.5M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.67; discretionary RAUM $3.5M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- S••••••• R••••• o• T•••••••• P•••••• P••• Pension consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $208,011 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| S••••••• R••••• o• T•••••••• P•••••• P••• | 2024 | 17 50 | NONE | $76,795 |
| S••••••• R••••• o• T•••••••• P•••••• P••• | 2023 | 17 50 | CONSULTANT | $64,295 |
| S••••••• R••••• o• T•••••••• P•••••• P••• | 2022 | 17 50 | CONSULTANT | $66,921 |
Form ADV readings
- charity clients 6 Mar 6, 2026 reported
- government clients 8 Mar 6, 2026 reported
- institutional clients 15 Mar 6, 2026 reported
- pension plan clients 1 Mar 6, 2026 reported
- raum discretionary $3.5M Mar 6, 2026 reported
- raum institutional $590M Mar 6, 2026 reported
- raum total $885M Mar 6, 2026 reported
What changed
No dated events.