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
R•••••••• I•••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
57
filed Jun 3, 2024
ADV institutional RAUM
$251M
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 0.09; 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.
Schedule C rows
3 rows, $224,454 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| A•••• I••• P•••••• P••• | 2024 | 28 50 | NONE | $70,671 |
| A•••• I••• P•••••• P••• | 2023 | 28 50 | NONE | $63,226 |
| A•••• I••• P•••••• P••• | 2022 | 28 50 | NONE | $90,557 |
Form ADV readings
- charity clients 13 Jun 3, 2024 reported
- institutional clients 57 Jun 3, 2024 reported
- pension plan clients 44 Jun 3, 2024 reported
- raum discretionary $2.5B Jun 3, 2024 reported
- raum institutional $251M Jun 3, 2024 reported
- raum total $2.7B Jun 3, 2024 reported
What changed
No dated events.