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
Fiduciaryvest, LLC
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
21
filed Mar 24, 2026
ADV institutional RAUM
$4.6B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$350M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.93; discretionary RAUM $350M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- Freight Drivers and Helpers Local Union No. 557 Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $276,984 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Freight Drivers and Helpers Local Union No. 557 Pension Plan | 2024 | 27 51 | INVESTMENT ADVISORS | $120,000 |
| Freight Drivers and Helpers Local Union No. 557 Pension Plan | 2023 | 27 51 | INVESTMENT ADVISORS | $86,984 |
| Freight Drivers and Helpers Local Union No. 557 Pension Plan | 2022 | 27 51 | INVESTMENT ADVISORS | $70,000 |
Form ADV readings
- charity clients 12 Mar 24, 2026 reported
- government clients 4 Mar 24, 2026 reported
- institutional clients 21 Mar 24, 2026 reported
- pension plan clients 5 Mar 24, 2026 reported
- raum discretionary $350M Mar 24, 2026 reported
- raum institutional $4.6B Mar 24, 2026 reported
- raum total $4.9B Mar 24, 2026 reported
What changed
No dated events.