DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Investment consultant
C••••••• a•• S••• W••••• M•••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
13
filed Mar 19, 2026
ADV institutional RAUM
$4.1M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.76; discretionary RAUM Not disclosed. 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 13 Mar 19, 2026 reported
- pension plan clients 13 Mar 19, 2026 reported
- raum institutional $4.1M Mar 19, 2026 reported
- raum total $5.3M Mar 19, 2026 reported
What changed
No dated events.