DFX Intelligence

Allocator Intelligence

Pinebridge Investments LLC

OCIO· New York, NY
OCIOprobableCRD 285211linkedin.com

8 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
46
filed May 11, 2026
ADV institutional RAUM
$40B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$66B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.52; discretionary RAUM $66B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

No advisory client relationship on the tape.

Other roles

1 allocator

Schedule C rows

11 rows, $4.2M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Wells Fargo & Company Cash Balance Plan202428 50 51 52NONE$1.0M
Factory Mutual Insurance Company Pension Plan202428 51NONE$157,850
Wells Fargo & Company Cash Balance Plan202328 50 51 52NONE$740,908

+8 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Form ADV readings

  • government clients 23 May 11, 2026 reported
  • institutional clients 46 May 11, 2026 reported
  • pension plan clients 23 May 11, 2026 reported
  • raum discretionary $66B May 11, 2026 reported
  • raum institutional $40B May 11, 2026 reported
  • raum total $77B May 11, 2026 reported

What changed