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
Clearview Advisory
Advisory clients on the tape
6
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
102
filed Feb 1, 2021
ADV institutional RAUM
$2.7B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $2.1B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
6 allocators
- Vitesco Technologies USA, LLC Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Vitesco Technologies Hourly Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Pension Plan for Hourly-Paid Employees of Continental Automotive Inc. & Certain Affiliated Companies Investment adviser (plan)through Dec 31, 2022 Form 5500
- Continental Na Automotive Union Pension Plan (huntsville) Investment adviser (plan)through Dec 31, 2022 Form 5500
- Continental Na Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
- Pension Plan for Salaried Employees of Continental Automotive, Inc. & Certain Affiliated Companies Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
15 rows, $799,908 direct compensation as filed
Form ADV readings
- institutional clients 102 Feb 1, 2021 reported
- pension plan clients 102 Feb 1, 2021 reported
- raum discretionary $2.1B Feb 1, 2021 reported
- raum institutional $2.7B Feb 1, 2021 reported
- raum total $2.7B Feb 1, 2021 reported
What changed
No dated events.