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
H•••• I••••••••
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
81
filed Mar 26, 2026
ADV institutional RAUM
$1.3B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$964M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.59; discretionary RAUM $964M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocators
- A••••• C••••••••• S•••••• R••••••••• P••• Investment adviser (plan)through Dec 31, 2024 Form 5500
Schedule C rows
1 rows, $19,211 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| A••••• C••••••••• S•••••• R••••••••• P••• | 2024 | 27 | NONE | $19,211 |
Form ADV readings
- charity clients 8 Mar 26, 2026 reported
- institutional clients 81 Mar 26, 2026 reported
- pension plan clients 73 Mar 26, 2026 reported
- raum discretionary $964M Mar 26, 2026 reported
- raum institutional $1.3B Mar 26, 2026 reported
- raum total $2.2B Mar 26, 2026 reported
What changed
- H•••• I•••••••• appears on A••••• C••••••••• S•••••• R••••••••• P•••'s Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with H•••• I••••••••askebsa.dol.gov