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
E••• A•••••••
Advisory clients on the tape
4
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
15
filed Mar 4, 2026
ADV institutional RAUM
$220M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$110M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $110M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
4 allocators
- I•••• A••••• o• S••••••••• W•••••• L•••• U•••• 2•• P•••••• T•••• • P••• A•••••••• Investment adviser (plan)through May 31, 2023 Form 5500
- P••••••• a•• P••••••••• L•••• U•••• 5•• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- S••••• F••••••• A••••• A••••••••• a•• E••••• W•••••• U•••• P•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
- P••••••• • P••••••••• L•••• 6•• P•••••• F••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Other roles
1 allocators
- P••••••• L•••• 3•• P•••••• P••• Custodianthrough Dec 31, 2022
Schedule C rows
15 rows, $473,936 direct compensation as filed
Form ADV readings
- government clients 1 Mar 4, 2026 reported
- institutional clients 15 Mar 4, 2026 reported
- pension plan clients 14 Mar 4, 2026 reported
- raum discretionary $110M Mar 4, 2026 reported
- raum institutional $220M Mar 4, 2026 reported
- raum total $220M Mar 4, 2026 reported
What changed
No dated events.