DFX Intelligence
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Investment consultant
R••• R••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
65
filed Jul 8, 2026
ADV institutional RAUM
$42.2M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$48.6M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.59; discretionary RAUM $48.6M. 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
- charity clients 3 Jul 8, 2026 reported
- institutional clients 65 Jul 8, 2026 reported
- pension plan clients 62 Jul 8, 2026 reported
- raum discretionary $48.6M Jul 8, 2026 reported
- raum institutional $42.2M Jul 8, 2026 reported
- raum total $71.6M Jul 8, 2026 reported
What changed
No dated events.