DFX Intelligence
Allocator Intelligence
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Institutional manager
V•••••• C•••••• M••••••••• L•
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
34
filed Apr 17, 2026
ADV institutional RAUM
$136M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.4B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.02; discretionary RAUM $2.4B. 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 34 Apr 17, 2026 reported
- pension plan clients 34 Apr 17, 2026 reported
- raum discretionary $2.4B Apr 17, 2026 reported
- raum institutional $136M Apr 17, 2026 reported
- raum total $5.6B Apr 17, 2026 reported
What changed
No dated events.