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.
Investment consultant
RPM Advisors, LLC
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
10
filed Jan 21, 2025
ADV institutional RAUM
$146M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$3.4M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.98; discretionary RAUM $3.4M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
- North Dakota Farmers Union Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Agraria Insurance Company Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
2 rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| North Dakota Farmers Union Pension Plan | 2022 | 27 | INVESTMENT ADVISORY SVCS | |
| Agraria Insurance Company Pension Plan | 2022 | 27 | INVESTMENT ADVISORY SVC |
Form ADV readings
- institutional clients 10 Jan 21, 2025 reported
- pension plan clients 10 Jan 21, 2025 reported
- raum discretionary $3.4M Jan 21, 2025 reported
- raum institutional $146M Jan 21, 2025 reported
- raum total $149M Jan 21, 2025 reported
What changed
- RPM Advisors, LLC no longer appears on North Dakota Farmers Union Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with RPM Advisors, LLCaskebsa.dol.gov
- RPM Advisors LLC no longer appears on Agraria Insurance Company Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with RPM Advisors, LLCaskebsa.dol.gov