DFX Intelligence
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Investment consultant
L••••••• A•••• M•••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
136
filed Aug 18, 2026
ADV institutional RAUM
$79.8M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$88.4M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.90; discretionary RAUM $88.4M. 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 136 Aug 18, 2026 reported
- pension plan clients 136 Aug 18, 2026 reported
- raum discretionary $88.4M Aug 18, 2026 reported
- raum institutional $79.8M Aug 18, 2026 reported
- raum total $88.4M Aug 18, 2026 reported
What changed
No dated events.