DFX Intelligence
Allocator Intelligence
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Institutional manager
E••••••• W••••• A•••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
53
filed Mar 26, 2026
ADV institutional RAUM
$511M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$5.6B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.09; discretionary RAUM $5.6B. 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 12 Mar 26, 2026 reported
- institutional clients 53 Mar 26, 2026 reported
- pension plan clients 41 Mar 26, 2026 reported
- raum discretionary $5.6B Mar 26, 2026 reported
- raum institutional $511M Mar 26, 2026 reported
- raum total $6.0B Mar 26, 2026 reported
What changed
No dated events.