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
Wealthharbor Capital Group, LLC
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
58
filed Mar 25, 2026
ADV institutional RAUM
$191M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$299M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.57; discretionary RAUM $299M. 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 58 Mar 25, 2026 reported
- pension plan clients 58 Mar 25, 2026 reported
- raum discretionary $299M Mar 25, 2026 reported
- raum institutional $191M Mar 25, 2026 reported
- raum total $335M Mar 25, 2026 reported
What changed
No dated events.