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.

Investment consultant

Newport Capital Group

Investment consultantprobableNJCRD 144442
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
111
filed Mar 20, 2026
ADV institutional RAUM
$883M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$401M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.69; discretionary RAUM $401M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
Schedule C rows
4 rows, $233,502 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan202427NONE$77,333
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan202327NONE$35,762
The University of Pennsylvania Penn Police Association Defined Benefit Retirement Plan202227NONE$85,212
Genon Pension Plan for Bargained Employees202227NONE$35,195
Form ADV readings
  • institutional clients 111 Mar 20, 2026 reported
  • pension plan clients 111 Mar 20, 2026 reported
  • raum discretionary $401M Mar 20, 2026 reported
  • raum institutional $883M Mar 20, 2026 reported
  • raum total $1.3B Mar 20, 2026 reported
What changed