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.
Institutional manager
T•••••• S••••• A•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
14
filed Aug 17, 2026
ADV institutional RAUM
$8.6M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$55.1M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.12; discretionary RAUM $55.1M. 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
- charity clients 1 Aug 17, 2026 reported
- institutional clients 14 Aug 17, 2026 reported
- pension plan clients 13 Aug 17, 2026 reported
- raum discretionary $55.1M Aug 17, 2026 reported
- raum institutional $8.6M Aug 17, 2026 reported
- raum total $69.2M Aug 17, 2026 reported
What changed
No dated events.