DFX Intelligence
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Investment consultant
N••••••••• C••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
14
filed Dec 16, 2025
ADV institutional RAUM
$12.4M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$15.5M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.80; discretionary RAUM $15.5M. 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 14 Dec 16, 2025 reported
- pension plan clients 14 Dec 16, 2025 reported
- raum discretionary $15.5M Dec 16, 2025 reported
- raum institutional $12.4M Dec 16, 2025 reported
- raum total $15.5M Dec 16, 2025 reported
What changed
No dated events.