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

Asset Consulting Group

Investment consultantprobableCRD 107574
Advisory clients on the tape
6
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
81
filed Mar 30, 2026
ADV institutional RAUM
$602M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$861M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.55; discretionary RAUM $861M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
6 allocators
Schedule C rows
19 rows, $1.8M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Eighth District Electrical Pension Fund202427NONE$200,820
Banquet Employees - Unions Pension Trust Fund202417 50 51 70NONE$123,648
AAA Retirement Plan202416 50 70NONE$120,000
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust202427$96,000
Ibew Local Union No. 22/neca Defined Benefit Pension Fund, Plan a202427$60,000
BJC Pension Plan202428 50 51NONE$16,667
Eighth District Electrical Pension Fund202317NONE$195,824
AAA Retirement Plan202316 50 70NONE$120,000
Banquet Employees - Unions Pension Trust Fund202317 50 51 70NONE$115,757
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust202327$88,000
Ibew Local Union No. 22/neca Defined Benefit Pension Fund, Plan a202327$60,000
BJC Pension Plan202328 50 51NONE$16,667
Eighth District Electrical Pension Fund202227NONE$190,820
Banquet Employees - Unions Pension Trust Fund202217 50 51 70NONE$123,130
AAA Retirement Plan202216 50 70NONE$120,000
Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement Trust202227$80,000
Ibew Local Union No. 22/neca Defined Benefit Pension Fund, Plan a202227$45,000
ESG Holdings, LLC Pension Plan202217 50NONE$20,625
BJC Pension Plan202228 50 51NONE$11,812
Form ADV readings
  • charity clients 38 Mar 30, 2026 reported
  • government clients 33 Mar 30, 2026 reported
  • institutional clients 81 Mar 30, 2026 reported
  • pension plan clients 10 Mar 30, 2026 reported
  • raum discretionary $861M Mar 30, 2026 reported
  • raum institutional $602M Mar 30, 2026 reported
  • raum total $1.1B Mar 30, 2026 reported
What changed
No dated events.