DFX Intelligence
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Investment consultant
E••••• W••••• A•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
81
filed Aug 25, 2026
ADV institutional RAUM
$71.4M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$43.6M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.64; discretionary RAUM $43.6M. 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 81 Aug 25, 2026 reported
- pension plan clients 81 Aug 25, 2026 reported
- raum discretionary $43.6M Aug 25, 2026 reported
- raum institutional $71.4M Aug 25, 2026 reported
- raum total $112M Aug 25, 2026 reported
What changed
No dated events.