DFX Intelligence
Allocator Intelligence
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Investment consultant
P•••••• P•••••••• C••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
51
filed Mar 27, 2025
ADV institutional RAUM
$3.0B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.3B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.62; discretionary RAUM $2.3B. 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
- charity clients 9 Mar 27, 2025 reported
- institutional clients 51 Mar 27, 2025 reported
- pension plan clients 42 Mar 27, 2025 reported
- raum discretionary $2.3B Mar 27, 2025 reported
- raum institutional $3.0B Mar 27, 2025 reported
- raum total $4.8B Mar 27, 2025 reported
What changed
No dated events.