DFX Intelligence
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Institutional manager
S••••••••• A•••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
111
filed Jun 23, 2025
ADV institutional RAUM
$715M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$3.3B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.19; discretionary RAUM $3.3B. 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 25 Jun 23, 2025 reported
- government clients 1 Jun 23, 2025 reported
- institutional clients 111 Jun 23, 2025 reported
- pension plan clients 85 Jun 23, 2025 reported
- raum discretionary $3.3B Jun 23, 2025 reported
- raum institutional $715M Jun 23, 2025 reported
- raum total $3.8B Jun 23, 2025 reported
What changed
No dated events.