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

Mariner Institutional LLC

Investment consultantprobableFLCRD 111964
Advisory clients on the tape
10
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
41
filed Aug 5, 2026
ADV institutional RAUM
$2.1B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.8B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.75; discretionary RAUM $2.8B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
10 allocators
Other roles
1 allocators
Schedule C rows
19 rows, $606,439 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
OGE Energy Corp. Retirement Plan202411 50ACTUARY$60,022
Building Material Drivers Local 436 Pension Fund202427INVESTMENT CONSULTANT$55,000
Building Trades Pension Plan of Western Pennsylvania202427NONE$44,500
Operative Plasterers and Cement Masons Local No. 109 Pension Plan202416INVESTMENT CONSULTANT$42,000
Bricklayers Pension Plan of Western PA202427NONE$42,000
Ibew Local Union 64 Pension Plan202416INVESTMENT CONSULTANT$37,000
Ibew Local 56 Pension Plan202428 51NONE$35,800
Plumbers Union Local No. 12 Pension202416 50NONE$31,000
Local 670 Pension Plan202427 50NONE$27,400
Roofers Local Union No. 71 Pension Plan202416INVESTMENT CONSULTANT$20,000
Cleveland Soft Drink Workers Pension Plan202427NONE$13,750
Ibew Local Union 64 Pension Plan202317INVESTMENT CONSULTANT$37,000
Plumbers Union Local No. 12 Pension202316 50NONE$31,000
Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund202327INVESTMENT ADVISOR$23,500
Roofers Local Union No. 71 Pension Plan202316INVESTMENT CONSULTANT$20,000
Ibew Local 56 Pension Plan202328 51NONE$5,967
Ibew Local Union 64 Pension Plan202217INVESTMENT CONSULTANT$37,000
Bridge, Structural & Ornamental Ironworkers Local 207 Pension Fund202227INVESTMENT ADVISOR$23,500
Roofers Local Union No. 71 Pension Plan202217INVESTMENT CONSULTANT$20,000
Form ADV readings
  • charity clients 19 Aug 5, 2026 reported
  • government clients 8 Aug 5, 2026 reported
  • institutional clients 41 Aug 5, 2026 reported
  • pension plan clients 14 Aug 5, 2026 reported
  • raum discretionary $2.8B Aug 5, 2026 reported
  • raum institutional $2.1B Aug 5, 2026 reported
  • raum total $2.8B Aug 5, 2026 reported
What changed