DFX Intelligence
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Investment consultant
C•••••• C•• I••••••••• S••••••• C••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
68
filed Nov 12, 2025
ADV institutional RAUM
$232M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$15.4M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.99; discretionary RAUM $15.4M. 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 68 Nov 12, 2025 reported
- pension plan clients 68 Nov 12, 2025 reported
- raum discretionary $15.4M Nov 12, 2025 reported
- raum institutional $232M Nov 12, 2025 reported
- raum total $233M Nov 12, 2025 reported
What changed
No dated events.