DFX Intelligence
Allocator Intelligence
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Investment consultant
M•••••• C••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
47
filed Jul 24, 2026
ADV institutional RAUM
$1.1B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$848M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.65; discretionary RAUM $848M. 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 10 Jul 24, 2026 reported
- institutional clients 47 Jul 24, 2026 reported
- pension plan clients 37 Jul 24, 2026 reported
- raum discretionary $848M Jul 24, 2026 reported
- raum institutional $1.1B Jul 24, 2026 reported
- raum total $1.6B Jul 24, 2026 reported
What changed
No dated events.