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
S•••••••• C•••••• I••••••••• A••••••• I••
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
71
filed Feb 23, 2026
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM n/a. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
- P••••••• L•••• N•• 8• P•••••• P••• Investment adviser (plan)through May 31, 2025 Form 5500
- O••• B••••••••• P•••••• P••• Investment adviser (plan)through Apr 30, 2024 Form 5500
Schedule C rows
3 rows, $156,671 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| O••• B••••••••• P•••••• P••• | 2024 | 27 50 | NONE | $47,454 |
| P••••••• L•••• N•• 8• P•••••• P••• | 2024 | 27 | NONE | $44,709 |
| O••• B••••••••• P•••••• P••• | 2023 | 27 50 | NONE | $64,508 |
Form ADV readings
- charity clients 1 Feb 23, 2026 reported
- institutional clients 71 Feb 23, 2026 reported
- pension plan clients 70 Feb 23, 2026 reported
What changed
- S•••••••• Capital Investment Adviso appears on P••••••• L•••• N•• 8• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with S•••••••• C•••••• I••••••••• A••••••• I••askebsa.dol.gov
- S•••••••• Capital Investment Advis. appears on O••• B••••••••• P•••••• P•••'s Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with S•••••••• C•••••• I••••••••• A••••••• I••askebsa.dol.gov