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
Spectrum Investment Advisors
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
44
filed Mar 23, 2026
ADV institutional RAUM
$568M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.53; discretionary RAUM $1.1B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- Sadoff and Rudoy Industries Pension Plan for Union Employees Investment adviser (plan)through Dec 31, 2023 Form 5500
Schedule C rows
1 rows, $14,815 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Sadoff and Rudoy Industries Pension Plan for Union Employees | 2023 | 27 51 | NONE | $14,815 |
Form ADV readings
- institutional clients 44 Mar 23, 2026 reported
- pension plan clients 44 Mar 23, 2026 reported
- raum discretionary $1.1B Mar 23, 2026 reported
- raum institutional $568M Mar 23, 2026 reported
- raum total $1.1B Mar 23, 2026 reported
What changed
- Spectrum Investment Advisors no longer appears on Sadoff and Rudoy Industries Pension Plan for Union Employees's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Spectrum Investment Advisorsaskebsa.dol.gov
- Spectrum Investment Advisors appears on Sadoff and Rudoy Industries Pension Plan for Union Employees's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Spectrum Investment Advisorsaskebsa.dol.gov