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.
Institutional manager
B•••• • A•••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
10
filed Mar 15, 2021
ADV institutional RAUM
$17.7M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$177M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.09; discretionary RAUM $177M. 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
- institutional clients 10 Mar 15, 2021 reported
- pension plan clients 10 Mar 15, 2021 reported
- raum discretionary $177M Mar 15, 2021 reported
- raum institutional $17.7M Mar 15, 2021 reported
- raum total $203M Mar 15, 2021 reported
What changed
No dated events.