DFX Intelligence
This firm's name
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
OCIO
OCIO
No date on record · this record
OCIOprobableDC plan focus
No date on record · this record
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
339
filed Jun 29, 2026
ADV institutional RAUM
$11B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$8.9B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $8.9B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
- Mountainone Financial, Inc. Pension Plan Investment adviser (plan)through Oct 31, 2024 Form 5500
Schedule C rows
2 rows, $20,000 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Mountainone Financial, Inc. Pension Plan | 2024 | 27 50 | INVESTMENT ADVISORY | $10,000 |
| Mountainone Financial, Inc. Pension Plan | 2023 | 27 50 | INVESTMENT ADVISORY | $10,000 |
Form ADV readings
- institutional clients 339 Jun 29, 2026 reported
- pension plan clients 339 Jun 29, 2026 reported
- raum discretionary $8.9B Jun 29, 2026 reported
- raum institutional $11B Jun 29, 2026 reported
- raum total $11B Jun 29, 2026 reported
What changed
- with this firmaskebsa.dol.gov