DFX Intelligence
Allocator Intelligence
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Institutional manager
P•••••••• W••••• M••••••••• A•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
18
filed Mar 25, 2026
ADV institutional RAUM
$15.2M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$76.6M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.20; discretionary RAUM $76.6M. 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 18 Mar 25, 2026 reported
- pension plan clients 18 Mar 25, 2026 reported
- raum discretionary $76.6M Mar 25, 2026 reported
- raum institutional $15.2M Mar 25, 2026 reported
- raum total $76.6M Mar 25, 2026 reported
What changed
No dated events.