DFX Intelligence
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OCIO
A•••• I••••••••• A•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
419
filed Mar 30, 2026
ADV institutional RAUM
$3.8B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$5.3B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.71; discretionary RAUM $5.3B. 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 5 Mar 30, 2026 reported
- institutional clients 419 Mar 30, 2026 reported
- pension plan clients 414 Mar 30, 2026 reported
- raum discretionary $5.3B Mar 30, 2026 reported
- raum institutional $3.8B Mar 30, 2026 reported
- raum total $5.3B Mar 30, 2026 reported
What changed
No dated events.