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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Investment consultant
S••••••• R••• A•••••••• L••• a• H•• I••••••••• C••••••
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
247
filed Apr 18, 2022
ADV institutional RAUM
$12B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$822M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.99; discretionary RAUM $822M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- W••••••••• I••••••••• C•••••• H••••• E••••••••• P•••••• P••• Investment adviser (plan)through Oct 31, 2023 Form 5500
Schedule C rows
2 rows, $6,583 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| W••••••••• I••••••••• C•••••• H••••• E••••••••• P•••••• P••• | 2023 | 27 70 | NONE | $1,157 |
| W••••••••• I••••••••• C•••••• H••••• E••••••••• P•••••• P••• | 2022 | 27 70 | NONE | $5,426 |
Form ADV readings
- institutional clients 247 Apr 18, 2022 reported
- pension plan clients 247 Apr 18, 2022 reported
- raum discretionary $822M Apr 18, 2022 reported
- raum institutional $12B Apr 18, 2022 reported
- raum total $12B Apr 18, 2022 reported
What changed
No dated events.