DFX Intelligence
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Investment consultant
S••••• A••••• F••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
54
filed Feb 15, 2026
ADV institutional RAUM
$72.7M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$29.7M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.74; discretionary RAUM $29.7M. 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 54 Feb 15, 2026 reported
- pension plan clients 54 Feb 15, 2026 reported
- raum discretionary $29.7M Feb 15, 2026 reported
- raum institutional $72.7M Feb 15, 2026 reported
- raum total $97.7M Feb 15, 2026 reported
What changed
No dated events.