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.

Institutional manager

Long Run Wealth Advisors, LLC

Institutional managercandidateLake Placid, NYCRD 311415linkedin.com
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
17
filed Jan 8, 2026
ADV institutional RAUM
$9.1M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$473M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.02; discretionary RAUM $473M. 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
  • charity clients 17 Jan 8, 2026 reported
  • institutional clients 17 Jan 8, 2026 reported
  • raum discretionary $473M Jan 8, 2026 reported
  • raum institutional $9.1M Jan 8, 2026 reported
  • raum total $514M Jan 8, 2026 reported
What changed
No dated events.