DFX Intelligence
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Institutional manager
O••••• L••••• V••••••• I••••••••• G••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
187
filed Mar 28, 2025
ADV institutional RAUM
$12.7M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$607M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.02; discretionary RAUM $607M. 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 187 Mar 28, 2025 reported
- pension plan clients 187 Mar 28, 2025 reported
- raum discretionary $607M Mar 28, 2025 reported
- raum institutional $12.7M Mar 28, 2025 reported
- raum total $607M Mar 28, 2025 reported
What changed
No dated events.