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

Monroe Vos Consulting, Inc

Investment consultantprobableCRD 107315
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
46
filed Mar 27, 2023
ADV institutional RAUM
$4.3B
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 0.74; discretionary RAUM n/a. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
Other roles
1 allocators
Schedule C rows
8 rows, $630,734 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Integris Health, Inc. Retirement Plan a202411 16 50NONE$78,206
Integris Health, Inc. Retirement Plan a202427 28 57NONE$44,399
Integris Health, Inc. Retirement Plan a202311 16 50NONE$159,000
Integris Health, Inc Retirement Plan B202311 16 50NONE$78,205
Integris Health, Inc. Retirement Plan a202327 28 57NONE$42,101
Integris Health, Inc. Retirement Plan a202211 16 50NONE$122,596
Integris Health, Inc Retirement Plan B202211 16 50NONE$54,316
Integris Health, Inc. Retirement Plan a202227 28 51NONE$51,911
Form ADV readings
  • charity clients 22 Mar 27, 2023 reported
  • government clients 5 Mar 27, 2023 reported
  • institutional clients 46 Mar 27, 2023 reported
  • pension plan clients 19 Mar 27, 2023 reported
  • raum institutional $4.3B Mar 27, 2023 reported
  • raum total $5.9B Mar 27, 2023 reported
What changed