DFX Intelligence
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Investment consultant
V••••• F•••• I••••••••• C••••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
137
filed Mar 30, 2026
ADV institutional RAUM
$2.5B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$852M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.71; discretionary RAUM $852M. 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 9 Mar 30, 2026 reported
- institutional clients 137 Mar 30, 2026 reported
- pension plan clients 128 Mar 30, 2026 reported
- raum discretionary $852M Mar 30, 2026 reported
- raum institutional $2.5B Mar 30, 2026 reported
- raum total $3.5B Mar 30, 2026 reported
What changed
No dated events.