DFX Intelligence
Allocator Intelligence
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Investment consultant
I••••••••• R••••••••• S•••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
38
filed Sep 4, 2026
ADV institutional RAUM
$71.9M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$56.2M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $56.2M. 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 38 Sep 4, 2026 reported
- pension plan clients 38 Sep 4, 2026 reported
- raum discretionary $56.2M Sep 4, 2026 reported
- raum institutional $71.9M Sep 4, 2026 reported
- raum total $71.9M Sep 4, 2026 reported
What changed
No dated events.