DFX Intelligence
Allocator Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Institutional manager
M••••••• A•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
13
filed Jun 15, 2026
ADV institutional RAUM
$456M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$41.4M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.20; discretionary RAUM $41.4M. 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
- government clients 4 Jun 15, 2026 reported
- institutional clients 13 Jun 15, 2026 reported
- pension plan clients 9 Jun 15, 2026 reported
- raum discretionary $41.4M Jun 15, 2026 reported
- raum institutional $456M Jun 15, 2026 reported
- raum total $2.3B Jun 15, 2026 reported
What changed
No dated events.