DFX Intelligence

Allocator Intelligence

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OCIO

N•••••• G•••• C•••••••••

OCIOprobableDC plan focusCRD 140944
Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
3,761
filed Aug 17, 2026
ADV institutional RAUM
$5.1B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$5.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $5.1B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
3 allocators
Schedule C rows
7 rows, $300,970 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
B••• H••••••• B••• P•••••• P•••202427 50INVESTMENT ADVISORY$21,022
V••••• M•••••••• C•••••• P•••••• P•••202327 50CONSULTING$65,861
B••• H••••••• B••• P•••••• P•••202327 50INVESTMENT ADVISORY$60,501
C•• H••••• P•••••• P•••202327 50CONSULTING$18,012
B••• H••••••• B••• P•••••• P•••202227 50INVESTMENT ADVISORY$76,375
V••••• M•••••••• C•••••• P•••••• P•••202227 50CONSULTING$46,838
C•• H••••• P•••••• P•••202227 50CONSULTING$12,361
Form ADV readings
  • institutional clients 3,761 Aug 17, 2026 reported
  • pension plan clients 3,761 Aug 17, 2026 reported
  • raum discretionary $5.1B Aug 17, 2026 reported
  • raum institutional $5.1B Aug 17, 2026 reported
  • raum total $5.1B Aug 17, 2026 reported
What changed