DFX Intelligence
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Investment consultant
M••••••• I••••••••• A•••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
37
filed Mar 9, 2026
ADV institutional RAUM
$464M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$862M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.54; discretionary RAUM $862M. 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 7 Mar 9, 2026 reported
- government clients 2 Mar 9, 2026 reported
- institutional clients 37 Mar 9, 2026 reported
- pension plan clients 28 Mar 9, 2026 reported
- raum discretionary $862M Mar 9, 2026 reported
- raum institutional $464M Mar 9, 2026 reported
- raum total $862M Mar 9, 2026 reported
What changed
No dated events.