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
Stonegate Investment Group
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
52
filed May 28, 2025
ADV institutional RAUM
$39.1M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$4.9B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.01; discretionary RAUM $4.9B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
- Uswa Drummond Company Pension Agreement Investment adviser (plan)through Jun 30, 2023 Form 5500
- Drummond Company, Inc. Revised Pension Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
6 rows, $1.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Drummond Company, Inc. Revised Pension Plan | 2024 | 27 | $308,260 | |
| Uswa Drummond Company Pension Agreement | 2024 | 27 | $73,972 | |
| Drummond Company, Inc. Revised Pension Plan | 2023 | 27 | $279,161 | |
| Uswa Drummond Company Pension Agreement | 2023 | 27 | $75,286 | |
| Drummond Company, Inc. Revised Pension Plan | 2022 | 27 | $325,242 | |
| Uswa Drummond Company Pension Agreement | 2022 | 27 | $62,092 |
Form ADV readings
- institutional clients 52 May 28, 2025 reported
- pension plan clients 52 May 28, 2025 reported
- raum discretionary $4.9B May 28, 2025 reported
- raum institutional $39.1M May 28, 2025 reported
- raum total $5.7B May 28, 2025 reported
What changed
No dated events.