DFX Intelligence
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Institutional manager
F•••••••• A•••••••• I••••••••• M•••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
133
filed Sep 9, 2025
ADV institutional RAUM
$73.0M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$4.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.02; discretionary RAUM $4.1B. 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 36 Sep 9, 2025 reported
- institutional clients 133 Sep 9, 2025 reported
- pension plan clients 97 Sep 9, 2025 reported
- raum discretionary $4.1B Sep 9, 2025 reported
- raum institutional $73.0M Sep 9, 2025 reported
- raum total $4.1B Sep 9, 2025 reported
What changed
No dated events.