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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Investment consultant
M•••••••• A•••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
270
filed Aug 5, 2026
ADV institutional RAUM
$4.4B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.8B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.76; discretionary RAUM $1.8B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Form ADV readings
- charity clients 21 Aug 5, 2026 reported
- institutional clients 270 Aug 5, 2026 reported
- pension plan clients 249 Aug 5, 2026 reported
- raum discretionary $1.8B Aug 5, 2026 reported
- raum institutional $4.4B Aug 5, 2026 reported
- raum total $5.8B Aug 5, 2026 reported
What changed
No dated events.