DFX Intelligence
Allocator Intelligence
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Investment consultant
Q••• F•••••••• S••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
187
filed Sep 2, 2026
ADV institutional RAUM
$400M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$426M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.93; discretionary RAUM $426M. 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 187 Sep 2, 2026 reported
- pension plan clients 187 Sep 2, 2026 reported
- raum discretionary $426M Sep 2, 2026 reported
- raum institutional $400M Sep 2, 2026 reported
- raum total $429M Sep 2, 2026 reported
What changed
No dated events.