DFX Intelligence
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Institutional manager
G•• W••••• S••••••••• G••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
22
filed Dec 16, 2025
ADV institutional RAUM
$23.2M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.4B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.02; discretionary RAUM $1.4B. 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 11 Dec 16, 2025 reported
- institutional clients 22 Dec 16, 2025 reported
- pension plan clients 11 Dec 16, 2025 reported
- raum discretionary $1.4B Dec 16, 2025 reported
- raum institutional $23.2M Dec 16, 2025 reported
- raum total $1.4B Dec 16, 2025 reported
What changed
No dated events.