DFX Intelligence
Allocator Intelligence
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Institutional manager
S•••• T••• P••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
10
filed Mar 11, 2026
ADV institutional RAUM
$25.0M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$38.0M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.40; discretionary RAUM $38.0M. 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 10 Mar 11, 2026 reported
- pension plan clients 10 Mar 11, 2026 reported
- raum discretionary $38.0M Mar 11, 2026 reported
- raum institutional $25.0M Mar 11, 2026 reported
- raum total $63.0M Mar 11, 2026 reported
What changed
No dated events.