DFX Intelligence
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Investment consultant
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Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
73
filed Aug 14, 2026
ADV institutional RAUM
$55.1M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$57.7M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.93; discretionary RAUM $57.7M. 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 73 Aug 14, 2026 reported
- pension plan clients 73 Aug 14, 2026 reported
- raum discretionary $57.7M Aug 14, 2026 reported
- raum institutional $55.1M Aug 14, 2026 reported
- raum total $59.0M Aug 14, 2026 reported
What changed
No dated events.