DFX Intelligence
Allocator Intelligence
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Institutional manager
E••••••• A••••••• I••••••••• M•••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
14
filed Mar 24, 2026
ADV institutional RAUM
$26.0M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$53.4M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.33; discretionary RAUM $53.4M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
No advisory client relationship on the tape.
Form ADV readings
- institutional clients 14 Mar 24, 2026 reported
- pension plan clients 14 Mar 24, 2026 reported
- raum discretionary $53.4M Mar 24, 2026 reported
- raum institutional $26.0M Mar 24, 2026 reported
- raum total $78.0M Mar 24, 2026 reported
What changed
No dated events.