DFX Intelligence
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Institutional manager
T•••••••• A•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
15
filed Apr 23, 2026
ADV institutional RAUM
$8.3M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$3.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM $3.1B. 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 10 Apr 23, 2026 reported
- institutional clients 15 Apr 23, 2026 reported
- pension plan clients 5 Apr 23, 2026 reported
- raum discretionary $3.1B Apr 23, 2026 reported
- raum institutional $8.3M Apr 23, 2026 reported
- raum total $3.1B Apr 23, 2026 reported
What changed
No dated events.