DFX Intelligence
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Investment consultant
J•••••• I••••••••• M••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
239
filed Mar 27, 2026
ADV institutional RAUM
$957M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$104M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.94; discretionary RAUM $104M. 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 239 Mar 27, 2026 reported
- pension plan clients 239 Mar 27, 2026 reported
- raum discretionary $104M Mar 27, 2026 reported
- raum institutional $957M Mar 27, 2026 reported
- raum total $1.0B Mar 27, 2026 reported
- institutional clients 169 Dec 9, 2022 reported
- pension plan clients 169 Dec 9, 2022 reported
- raum discretionary $69.8M Dec 9, 2022 reported
- raum institutional $578M Dec 9, 2022 reported
- raum total $597M Dec 9, 2022 reported
What changed
No dated events.