DFX Intelligence
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Institutional manager
S••••• W••••• S•••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
27
filed Mar 25, 2025
ADV institutional RAUM
$47.4M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$975M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.05; discretionary RAUM $975M. 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
- institutional clients 27 Mar 25, 2025 reported
- pension plan clients 27 Mar 25, 2025 reported
- raum discretionary $975M Mar 25, 2025 reported
- raum institutional $47.4M Mar 25, 2025 reported
- raum total $979M Mar 25, 2025 reported
What changed
No dated events.