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
S•••• T••••••• A•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
12
filed Aug 25, 2026
ADV institutional RAUM
$468M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$731M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.55; discretionary RAUM $731M. 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 3 Aug 25, 2026 reported
- government clients 1 Aug 25, 2026 reported
- institutional clients 12 Aug 25, 2026 reported
- pension plan clients 8 Aug 25, 2026 reported
- raum discretionary $731M Aug 25, 2026 reported
- raum institutional $468M Aug 25, 2026 reported
- raum total $852M Aug 25, 2026 reported
What changed
No dated events.