DFX Intelligence
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Institutional manager
S••••••• C••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
24
filed Oct 10, 2025
ADV institutional RAUM
$51.1M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$915M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.05; discretionary RAUM $915M. 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 Oct 10, 2025 reported
- institutional clients 24 Oct 10, 2025 reported
- pension plan clients 19 Oct 10, 2025 reported
- raum discretionary $915M Oct 10, 2025 reported
- raum institutional $51.1M Oct 10, 2025 reported
- raum total $1.1B Oct 10, 2025 reported
What changed
No dated events.