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•••• C•••••• M•••••••••
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
11
filed Mar 14, 2024
ADV institutional RAUM
$475M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$403M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.51; discretionary RAUM $403M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- I••••••••• H••••• A••••••••• I•• D•••••• B•••••• P••• a•• T•••• Investment adviser (plan)through Dec 31, 2023 Form 5500
Schedule C rows
2 rows, $125,115 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| S•••• M•••• W••••••• L•••• N•• 3• C•••••••• D••••••• P•••••• P••• | 2024 | 28 | NONE | $77,646 |
| I••••••••• H••••• A••••••••• I•• D•••••• B•••••• P••• a•• T•••• | 2023 | 27 | NONE | $47,469 |
Form ADV readings
- charity clients 11 Mar 14, 2024 reported
- institutional clients 11 Mar 14, 2024 reported
- raum discretionary $403M Mar 14, 2024 reported
- raum institutional $475M Mar 14, 2024 reported
- raum total $934M Mar 14, 2024 reported
What changed
- Dec 31, 2024Manager relationship startedS•••• M•••• W••••••• L•••• N•• 3• C•••••••• D••••••• P•••••• P•••A•••• C•••••• M••••••••• appears on S•••• M•••• W••••••• L•••• N•• 3• C•••••••• D••••••• P•••••• P•••'s Schedule C as investment manager (plan year 2024 vs 2023)with A•••• C•••••• M•••••••••askebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceI••••••••• H••••• A••••••••• I•• D•••••• B•••••• P••• a•• T••••A•••• C•••••• M••••••••• no longer appears on I••••••••• H••••• A••••••••• I•• D•••••• B•••••• P••• a•• T••••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with A•••• C•••••• M•••••••••askebsa.dol.gov