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

Feg

OCIOprobableCincinnati, OHCRD 121658linkedin.com
Advisory clients on the tape
10
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
169
filed Mar 31, 2026
ADV institutional RAUM
$24B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$16B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.99; discretionary RAUM $16B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
10 allocators
Schedule C rows
30 rows, $2.7M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
UC Health Retirement Plan202428 51NONE$217,558
Meijer Omp Pension Plan202416NONE$165,317
Meijer Hourly Pension Plan202416NONE$110,211
G & J Pepsi-Cola Bottlers, Inc. Employees' Pension Plan202427 28NONE$88,638
Composition Roofers Local 42 Pension Plan202427 50NONE$67,485
Laborers Local No. 265 Pension Plan202427$60,000
Cintas Corporation (g&k Services) Pension Plan202427 50NONE$25,000
ST. Luke's Hospital Retirement Plan202417NONE$22,383
UC Health Retirement Plan202328 51NONE$205,181
Meijer Omp Pension Plan202316NONE$159,881
Ingram Retirement Plan202327 70RETAINED BY CLIENT$124,545
Meijer Hourly Pension Plan202316NONE$106,587
G & J Pepsi-Cola Bottlers, Inc. Employees' Pension Plan202327 28NONE$75,534
Laborers Local No. 265 Pension Plan202327$60,000
Mclaren Employees' Pension Plan202316 17 27 50 70NONE KNOWN$45,903
Mccormick Pension Plan202317CONSULTANT$32,975
Cintas Corporation (g&k Services) Pension Plan202327 50NONE$25,000
Composition Roofers Local 42 Pension Plan202327 50NONE$22,224
ST. Luke's Hospital Retirement Plan202317NONE$12,916
Mclaren Employees' Pension Plan202216 17 27 50 70NONE KNOWN$199,275
UC Health Retirement Plan202228 51NONE$190,731
Ingram Retirement Plan202227 70RETAINED BY CLIENT$189,992
Meijer Omp Pension Plan202216 50NONE$150,122
Meijer Hourly Pension Plan202216 50NONE$100,082
G & J Pepsi-Cola Bottlers, Inc. Employees' Pension Plan202227 28NONE$84,026
Laborers Local No. 265 Pension Plan202227$60,000
Cintas Corporation (g&k Services) Pension Plan202227 50NONE$25,000
Composition Roofers Local 42 Pension Plan202227NONE$23,090
Mccormick Pension Plan202217CONSULTANT$16,562
ST. Luke's Hospital Retirement Plan202217NONE$13,165
Form ADV readings
  • charity clients 164 Mar 31, 2026 reported
  • government clients 5 Mar 31, 2026 reported
  • institutional clients 169 Mar 31, 2026 reported
  • raum discretionary $16B Mar 31, 2026 reported
  • raum institutional $24B Mar 31, 2026 reported
  • raum total $24B Mar 31, 2026 reported
What changed