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
A•• W••••• M••••••••• • C••••••••• S•••••••
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
34
filed Mar 30, 2024
ADV institutional RAUM
$1.1B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$942M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.65; discretionary RAUM $942M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- A•••••• C•••••••• H••••••• R••••••••• P••• Pension consultantthrough Jun 30, 2024 Form 5500
Schedule C rows
1 rows, $2,125 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| A•••••• C•••••••• H••••••• R••••••••• P••• | 2023 | 17 50 | CONSULTANT | $2,125 |
Form ADV readings
- charity clients 10 Mar 30, 2024 reported
- institutional clients 34 Mar 30, 2024 reported
- pension plan clients 24 Mar 30, 2024 reported
- raum discretionary $942M Mar 30, 2024 reported
- raum institutional $1.1B Mar 30, 2024 reported
- raum total $1.7B Mar 30, 2024 reported
What changed
- Advisory Services & Investments no longer appears on A•••••• C•••••••• H••••••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2024 vs 2023)with A•• W••••• M••••••••• • C••••••••• S•••••••askebsa.dol.gov
- Advisory Services & Investments appears on A•••••• C•••••••• H••••••• R••••••••• P•••'s Schedule C as pension consultant (plan year 2023 vs 2022)with A•• W••••• M••••••••• • C••••••••• S•••••••askebsa.dol.gov