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

Investment Consulting Services, LLC

Investment consultantprobableCRD 122064
Advisory clients on the tape
11
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
31
filed Feb 6, 2026
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM n/a. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
11 allocators
Schedule C rows
32 rows, $2.6M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Teamsters Local 210 Affiliated Pension Trust Fund202427NONE$125,000
District No. 9 International Association of Machin Aerospace Workers Pension Plan202451INVESTMENT CONSULTANT$110,000
Teamsters Union No. 142 Pension Fund202427 50NONE$104,000
United Asso Journeymen & Apprnc Pension Fund202427INVESTMENT MANAGER$95,000
Local 147 Construction Workers Retirement Plan202427 50NONE$91,757
Local No 731 Excavators and Pavers Pension Trust Fund202427NONE$78,700
Teamsters Negotiated Pension Plan202427INVESTMENT ADVISOR$73,000
Ufcw Local 23 & Giant Eagle Pension Fund202427NONE$65,000
Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund202427NONE$62,840
International Association of Heat and Frost Insula and Allied Workers Local No. 1 Pension Plan202427NONE$53,000
Teamsters Local 210 Affiliated Pension Trust Fund202327NONE$123,575
District No. 9 International Association of Machin Aerospace Workers Pension Plan202351INVESTMENT CONSULTANT$110,000
Teamsters Union No. 142 Pension Fund202327 50NONE$104,000
United Asso Journeymen & Apprnc Pension Fund202327INVESTMENT MANAGER$92,500
Local 147 Construction Workers Retirement Plan202327 50INVESTMENT ADVISOR$91,840
Local No 731 Excavators and Pavers Pension Trust Fund202327 70NONE$78,700
Teamsters Negotiated Pension Plan202327INVESTMENT ADVISOR$73,000
Ufcw Local 23 & Giant Eagle Pension Fund202327NONE$65,000
Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund202327NONE$62,840
International Association of Heat and Frost Insula and Allied Workers Local No. 1 Pension Plan202327NONE$53,000
Louisiana Carpenters Pension Fund202317 50NONE$41,500
Teamsters Local 210 Affiliated Pension Trust Fund202227NONE$119,300
District No. 9 International Association of Machin Aerospace Workers Pension Plan202251INVESTMENT CONSULTANT$110,000
Teamsters Union No. 142 Pension Fund202227 50NONE$94,500
Local 147 Construction Workers Retirement Plan202227 50NONE$91,276
United Asso Journeymen & Apprnc Pension Fund202227INVESTMENT MANAGER$85,000
Local No 731 Excavators and Pavers Pension Trust Fund202227 70NONE$78,700
Teamsters Negotiated Pension Plan202227INVESTMENT ADVISOR$70,375
Ufcw Local 23 & Giant Eagle Pension Fund202227NONE$65,000
Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund202227NONE$62,840
Louisiana Carpenters Pension Fund202217 50NONE$41,500
Retail Bakers Pension Trust Fund of St Louis202227NONE$15,000
Form ADV readings
  • charity clients 1 Feb 6, 2026 reported
  • institutional clients 31 Feb 6, 2026 reported
  • pension plan clients 30 Feb 6, 2026 reported
What changed