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.

OCIO

Captrust

OCIOprobableDC plan focusNCCRD 175112
Advisory clients on the tape
7
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
3,804
filed May 27, 2026
ADV institutional RAUM
$1135B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$320B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.92; discretionary RAUM $320B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
7 allocators
Schedule C rows
19 rows, $1.9M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Ochsner Clinic Foundation Retirement Plan202427 50NONE$894,417
DAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap)202417 27SERVICE PROVIDER$110,500
Protective Life Corporation Pension Plan202427 50FINANCIAL ADVISOR$108,000
Sheet Metal Workers' National Pension Fund202427NONE$55,000
Employees' Retirement Plan of Stihl, Incorporated202426 27NONE$53,025
Suburban Manufacturing Company Retirement Plan for Bargaining Employees202427 28 50 51 72INVESTMENT MANAGER$26,000
Shore Medical Center Pension Plan202428 50 51NONE$12,500
Protective Life Corporation Pension Plan202327 50FINANCIAL ADVISOR$104,000
Employees' Retirement Plan of Stihl, Incorporated202326 27NONE$70,000
DAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap)202317 27SERVICE PROVIDER$66,764
Sheet Metal Workers' National Pension Fund202327NONE$55,000
Shore Medical Center Pension Plan202328 50 51NONE$25,000
Suburban Manufacturing Company Retirement Plan for Bargaining Employees202327 28 50 51 72INVESTMENT MANAGER$22,940
Milan Army Ammunition Plant Pension Plan202317 27SERVICE PROVIDER$10,461
Protective Life Corporation Pension Plan202227 50FINANCIAL ADVISOR$100,000
Employees' Retirement Plan of Stihl, Incorporated202226 27NONE$70,000
DAY and Zimmermann Ao/mhg Merged Pension Plan (formerly Known As Retirement Plan for Bargaining Employees at Iaap)202217 27SERVICE PROVIDER$64,624
Sheet Metal Workers' National Pension Fund202217NONE$27,500
Milan Army Ammunition Plant Pension Plan202217 27SERVICE PROVIDER$10,255
Form ADV readings
  • charity clients 232 May 27, 2026 reported
  • government clients 49 May 27, 2026 reported
  • institutional clients 3,804 May 27, 2026 reported
  • pension plan clients 3,523 May 27, 2026 reported
  • raum discretionary $320B May 27, 2026 reported
  • raum institutional $1135B May 27, 2026 reported
  • raum total $1237B May 27, 2026 reported
What changed