DFX Intelligence
Allocator Intelligence
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Investment consultant
B•••• T•••• W••••• M••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
211
filed Aug 28, 2026
ADV institutional RAUM
$3.9B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.9B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.74; discretionary RAUM $2.9B. 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 1 Aug 28, 2026 reported
- government clients 113 Aug 28, 2026 reported
- institutional clients 211 Aug 28, 2026 reported
- pension plan clients 97 Aug 28, 2026 reported
- raum discretionary $2.9B Aug 28, 2026 reported
- raum institutional $3.9B Aug 28, 2026 reported
- raum total $5.2B Aug 28, 2026 reported
What changed
No dated events.