DFX Intelligence
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OCIO
R••••••••• a•• W••••• a• A••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
216
filed Jul 30, 2026
ADV institutional RAUM
$7.3B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$7.4B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.99; discretionary RAUM $7.4B. 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 216 Jul 30, 2026 reported
- pension plan clients 216 Jul 30, 2026 reported
- raum discretionary $7.4B Jul 30, 2026 reported
- raum institutional $7.3B Jul 30, 2026 reported
- raum total $7.4B Jul 30, 2026 reported
What changed
No dated events.