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.

Institutional manager

First Horizon Advisors

Institutional managerprobableTNCRD 17117
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
104
filed Jul 31, 2025
ADV institutional RAUM
$3.6B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$10B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.27; discretionary RAUM $10B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
Other roles
2 allocators
Schedule C rows
6 rows, $179,339 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
TOP Flight, Inc. Employees' Pension Plan202425TRUSTEE$26,185
TOP Flight, Inc. Employees' Pension Plan202325TRUSTEE$25,409
Touro Infirmary Retirement Plan202321NONE$25,092
Touro Infirmary Retirement Plan202221NONE$39,305
Personal Finance Company LLC Retirement Plan and Trust Agreement202216 53CONSULTANT$37,080
TOP Flight, Inc. Employees' Pension Plan202225TRUSTEE$26,268
Form ADV readings
  • charity clients 53 Jul 31, 2025 reported
  • institutional clients 104 Jul 31, 2025 reported
  • pension plan clients 51 Jul 31, 2025 reported
  • raum discretionary $10B Jul 31, 2025 reported
  • raum institutional $3.6B Jul 31, 2025 reported
  • raum total $14B Jul 31, 2025 reported
What changed