DFX Intelligence
Allocator Intelligence
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OCIO
E•••••••• R••••••••• S••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
4,456
filed Jun 30, 2026
ADV institutional RAUM
$14B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$16B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.87; discretionary RAUM $16B. 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
- government clients 65 Jun 30, 2026 reported
- institutional clients 4,456 Jun 30, 2026 reported
- pension plan clients 4,391 Jun 30, 2026 reported
- raum discretionary $16B Jun 30, 2026 reported
- raum institutional $14B Jun 30, 2026 reported
- raum total $16B Jun 30, 2026 reported
What changed
No dated events.