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.
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Institutional manager
Q•• A•••• M••••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
109
filed Mar 31, 2021
ADV institutional RAUM
$2.2B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.5B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.49; discretionary RAUM $2.5B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Other roles
2 allocators
- T•• R••••••••• P••• f•• E•••••••• o• t•• L••• S••••••• C•••••• Trusteethrough Jun 30, 2023
- R••••••••• P••• f•• E•••••••• o• M••• C•••••• C••••••••• C•••••• I••• Trusteethrough Dec 31, 2022
Schedule C rows
6 rows, $1.0M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| T•• R••••••••• P••• f•• E•••••••• o• t•• L••• S••••••• C•••••• | 2024 | 10 21 | NONE | $304,430 |
| R••••••••• P••• f•• E•••••••• o• M••• C•••••• C••••••••• C•••••• I••• | 2024 | 21 | NONE | $41,239 |
| T•• R••••••••• P••• f•• E•••••••• o• t•• L••• S••••••• C•••••• | 2023 | 10 21 | NONE | $296,253 |
| R••••••••• P••• f•• E•••••••• o• M••• C•••••• C••••••••• C•••••• I••• | 2023 | 21 | NONE | $37,633 |
| T•• R••••••••• P••• f•• E•••••••• o• t•• L••• S••••••• C•••••• | 2022 | 10 21 | NONE | $289,273 |
| R••••••••• P••• f•• E•••••••• o• M••• C•••••• C••••••••• C•••••• I••• | 2022 | 21 | NONE | $49,498 |
Form ADV readings
- charity clients 21 Mar 31, 2021 reported
- institutional clients 109 Mar 31, 2021 reported
- pension plan clients 88 Mar 31, 2021 reported
- raum discretionary $2.5B Mar 31, 2021 reported
- raum institutional $2.2B Mar 31, 2021 reported
- raum total $4.5B Mar 31, 2021 reported
What changed
No dated events.