DFX Intelligence
This firm's name
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Institutional manager in Alabama
Institutional manager· AL
No date on record · this record
Institutional managerprobable
No date on record · this record
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
31
filed Jul 29, 2026
ADV institutional RAUM
$7.3B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$7.5B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.35; discretionary RAUM $7.5B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
2 allocators
- Otterbein Homes Retirement Plan Investment adviser (plan)through Nov 30, 2024 Form 5500
- Parkview Health System, Inc. Employees Pension Plan General consultantthrough Dec 31, 2022 Form 5500
Schedule C rows
3 rows, $103,951 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Otterbein Homes Retirement Plan | 2024 | 27 | NONE | $9,418 |
| Parkview Health System, Inc. Employees Pension Plan | 2023 | 16 | NONE | $49,107 |
| Parkview Health System, Inc. Employees Pension Plan | 2022 | 16 | NONE | $45,426 |
Form ADV readings
- charity clients 15 Jul 29, 2026 reported
- institutional clients 31 Jul 29, 2026 reported
- pension plan clients 16 Jul 29, 2026 reported
- raum discretionary $7.5B Jul 29, 2026 reported
- raum institutional $7.3B Jul 29, 2026 reported
- raum total $21B Jul 29, 2026 reported
What changed
- with this firmaskebsa.dol.gov