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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Investment consultant
B•• W••••• A•••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
192
filed Apr 13, 2026
ADV institutional RAUM
$655M
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 0.60; discretionary RAUM n/a. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Form ADV readings
- charity clients 8 Apr 13, 2026 reported
- institutional clients 192 Apr 13, 2026 reported
- pension plan clients 184 Apr 13, 2026 reported
- raum institutional $655M Apr 13, 2026 reported
- raum total $1.1B Apr 13, 2026 reported
What changed
No dated events.