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.

OCIO

Fiduciary Counselors

OCIOcandidateDCCRD 111827
Advisory clients on the tape
4
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
13
filed Mar 31, 2026
ADV institutional RAUM
$20B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$20B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $20B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
4 allocators
Schedule C rows
11 rows, $1.6M direct compensation as filed
Form ADV readings
  • institutional clients 13 Mar 31, 2026 reported
  • pension plan clients 13 Mar 31, 2026 reported
  • raum discretionary $20B Mar 31, 2026 reported
  • raum institutional $20B Mar 31, 2026 reported
  • raum total $20B Mar 31, 2026 reported
What changed