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
B•••••• G••••• W••••• A••••••• I•••
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
85
filed Jun 24, 2020
ADV institutional RAUM
$2.1B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$304M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.84; discretionary RAUM $304M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
3 allocators
- R••••••••• P••• f•• F••••• E•••••••• o• C••• C•••• M•••••• C•••••• I••• Investment adviser (plan)through Oct 31, 2025 Form 5500
- T•• R••••••••• I••••• P••• o• t•• C••••••••• o• F••• A••• M•••••• Investment adviser (plan)through Jun 30, 2023 Form 5500
- R••••••••• P••• f•• E•••••••• o• S••••••• C••••••••• P••••••••• H•••• General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
7 rows, $366,046 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| T•• R••••••••• I••••• P••• o• t•• C••••••••• o• F••• A••• M•••••• | 2024 | 10 27 28 51 | INV. ADVISORY | $41,578 |
| R••••••••• P••• f•• E•••••••• o• S••••••• C••••••••• P••••••••• H•••• | 2024 | 16 53 | INVESTMENT MANAGER | $37,341 |
| R••••••••• P••• f•• F••••• E•••••••• o• C••• C•••• M•••••• C•••••• I••• | 2024 | 27 50 | INVESTMENT ADVISORY | $18,750 |
| R••••••••• P••• f•• E•••••••• o• S••••••• C••••••••• P••••••••• H•••• | 2023 | 16 53 | INVESTMENT MANAGER | $119,594 |
| T•• R••••••••• I••••• P••• o• t•• C••••••••• o• F••• A••• M•••••• | 2023 | 10 27 28 51 | INV. ADVISORY | $38,000 |
| R••••••••• P••• f•• E•••••••• o• S••••••• C••••••••• P••••••••• H•••• | 2022 | 16 53 | INVESTMENT MANAGER | $71,824 |
| T•• R••••••••• I••••• P••• o• t•• C••••••••• o• F••• A••• M•••••• | 2022 | 10 27 28 51 | INV. ADVISORY | $38,959 |
Form ADV readings
- institutional clients 85 Jun 24, 2020 reported
- pension plan clients 85 Jun 24, 2020 reported
- raum discretionary $304M Jun 24, 2020 reported
- raum institutional $2.1B Jun 24, 2020 reported
- raum total $2.5B Jun 24, 2020 reported
What changed
No dated events.