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
Francis LLC
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
80
filed Mar 27, 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
3 allocators
- Reinhart Boerner van Deuren S.C. Retirement Income Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Kohler Co. Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Gehl Company Retirement Income Plan B Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
6 rows, $212,628 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Kohler Co. Pension Plan | 2024 | 27 | NONE | $28,026 |
| Kohler Co. Pension Plan | 2023 | 27 | NONE | $59,547 |
| Gehl Company Retirement Income Plan B | 2023 | 27 50 51 | NONE | $11,757 |
| Kohler Co. Pension Plan | 2022 | 27 | NONE | $76,875 |
| Gehl Company Retirement Income Plan B | 2022 | 27 50 51 | NONE | $25,082 |
| Reinhart Boerner van Deuren S.C. Retirement Income Plan | 2022 | 26 27 | INVESTMENT ADVISORS | $11,341 |
Form ADV readings
- institutional clients 80 Mar 27, 2026 reported
- pension plan clients 80 Mar 27, 2026 reported
What changed
No dated events.