DFX Intelligence
Allocator Intelligence
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Investment consultant
S•••••• W••••• S•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
13
filed Apr 24, 2026
ADV institutional RAUM
$15.2M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$16.3M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.52; discretionary RAUM $16.3M. 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 13 Apr 24, 2026 reported
- pension plan clients 13 Apr 24, 2026 reported
- raum discretionary $16.3M Apr 24, 2026 reported
- raum institutional $15.2M Apr 24, 2026 reported
- raum total $29.2M Apr 24, 2026 reported
What changed
No dated events.