DFX Intelligence
Allocator Intelligence
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Institutional manager
I•• C•••••• M•••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
16
filed Mar 31, 2026
ADV institutional RAUM
$26.2M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$371M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.07; discretionary RAUM $371M. 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
- charity clients 16 Mar 31, 2026 reported
- institutional clients 16 Mar 31, 2026 reported
- raum discretionary $371M Mar 31, 2026 reported
- raum institutional $26.2M Mar 31, 2026 reported
- raum total $381M Mar 31, 2026 reported
What changed
No dated events.