DFX Intelligence
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Investment consultant
H•••••• C•••••• I••••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
49
filed Mar 26, 2026
ADV institutional RAUM
$89.2M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$38.3M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.70; discretionary RAUM $38.3M. 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 49 Mar 26, 2026 reported
- pension plan clients 49 Mar 26, 2026 reported
- raum discretionary $38.3M Mar 26, 2026 reported
- raum institutional $89.2M Mar 26, 2026 reported
- raum total $127M Mar 26, 2026 reported
What changed
No dated events.