DFX Intelligence
Allocator Intelligence
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Investment consultant
T•••• B••• C•••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
179
filed Jun 9, 2026
ADV institutional RAUM
$2.9B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.58; discretionary RAUM $2.1B. 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
- institutional clients 179 Jun 9, 2026 reported
- pension plan clients 179 Jun 9, 2026 reported
- raum discretionary $2.1B Jun 9, 2026 reported
- raum institutional $2.9B Jun 9, 2026 reported
- raum total $5.1B Jun 9, 2026 reported
What changed
No dated events.