DFX Intelligence
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Investment consultant
G••••••• I••••••••• A•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
14
filed Mar 19, 2025
ADV institutional RAUM
$215M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$308M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.70; discretionary RAUM $308M. 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 14 Mar 19, 2025 reported
- pension plan clients 14 Mar 19, 2025 reported
- raum discretionary $308M Mar 19, 2025 reported
- raum institutional $215M Mar 19, 2025 reported
- raum total $308M Mar 19, 2025 reported
What changed
No dated events.