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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Institutional manager
I••••••••• C••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
80
filed Apr 1, 2024
ADV institutional RAUM
$453M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$5.2B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.08; discretionary RAUM $5.2B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Form ADV readings
- charity clients 26 Apr 1, 2024 reported
- institutional clients 80 Apr 1, 2024 reported
- pension plan clients 54 Apr 1, 2024 reported
- raum discretionary $5.2B Apr 1, 2024 reported
- raum institutional $453M Apr 1, 2024 reported
- raum total $5.8B Apr 1, 2024 reported
What changed
No dated events.