DFX Intelligence

Allocator Intelligence

MMA Asset Management LLC

Investment consultant· Conshohocken, PA
Investment consultantcandidateCRD 155426marshmma.com
Suggest a correction

4 more Schedule C rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape
3
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
13
filed Jun 30, 2026
ADV institutional RAUM
$426M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$402M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.54; discretionary RAUM $402M. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.

Advisory clients

3 allocators

Schedule C rows

7 rows, $533,953 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
UFT & Uft Welfare Fund Employees Pension Plan202427NONE$128,989
Indorama Ventures Defined Benefit Pension Plan202417 27 50 70NONE$95,767
D.F. King & Co., Inc. Pension Plan202427 33 50 71 72NONE$47,546

+4 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Form ADV readings

  • charity clients 5 Jun 30, 2026 reported
  • institutional clients 13 Jun 30, 2026 reported
  • pension plan clients 8 Jun 30, 2026 reported
  • raum discretionary $402M Jun 30, 2026 reported
  • raum institutional $426M Jun 30, 2026 reported
  • raum total $788M Jun 30, 2026 reported

What changed