DFX Intelligence
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Institutional manager
K••• W••••• C•••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
13
filed May 28, 2025
ADV institutional RAUM
$22.4M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$121M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.14; discretionary RAUM $121M. 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 May 28, 2025 reported
- institutional clients 13 May 28, 2025 reported
- pension plan clients 8 May 28, 2025 reported
- raum discretionary $121M May 28, 2025 reported
- raum institutional $22.4M May 28, 2025 reported
- raum total $155M May 28, 2025 reported
What changed
No dated events.