DFX Intelligence
Allocator Intelligence
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OCIO
G••••• C••••• A•••• M••••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
25,398
filed Mar 27, 2026
ADV institutional RAUM
$7.5B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$8.5B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.88; discretionary RAUM $8.5B. 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 25,398 Mar 27, 2026 reported
- pension plan clients 25,398 Mar 27, 2026 reported
- raum discretionary $8.5B Mar 27, 2026 reported
- raum institutional $7.5B Mar 27, 2026 reported
- raum total $8.5B Mar 27, 2026 reported
What changed
No dated events.