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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Institutional manager
C•••• H••• P•••••••
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
83
filed Mar 21, 2025
ADV institutional RAUM
$388M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.6B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.20; discretionary RAUM $1.6B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- K•• C••• L•• C••• B•••••• P••• Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $90,962 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| K•• C••• L•• C••• B•••••• P••• | 2024 | 26 27 28 | ADVISOR | $30,298 |
| K•• C••• L•• C••• B•••••• P••• | 2023 | 26 27 28 | ADVISOR | $30,589 |
| K•• C••• L•• C••• B•••••• P••• | 2022 | 26 27 28 | ADVISOR | $30,075 |
Form ADV readings
- charity clients 8 Mar 21, 2025 reported
- institutional clients 83 Mar 21, 2025 reported
- pension plan clients 75 Mar 21, 2025 reported
- raum discretionary $1.6B Mar 21, 2025 reported
- raum institutional $388M Mar 21, 2025 reported
- raum total $2.0B Mar 21, 2025 reported
What changed
No dated events.