DFX Intelligence
Allocator Intelligence
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Institutional manager
F••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
196
filed Jul 30, 2026
ADV institutional RAUM
$53B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$348B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.15; discretionary RAUM $348B. 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 111 Jul 30, 2026 reported
- government clients 39 Jul 30, 2026 reported
- institutional clients 196 Jul 30, 2026 reported
- pension plan clients 46 Jul 30, 2026 reported
- raum discretionary $348B Jul 30, 2026 reported
- raum institutional $53B Jul 30, 2026 reported
- raum total $348B Jul 30, 2026 reported
What changed
No dated events.