DFX Intelligence
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Institutional manager
C••••••••• W••••• M••••••••• C••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
38
filed Apr 14, 2026
ADV institutional RAUM
$264M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$178M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.50; discretionary RAUM $178M. 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 34 Apr 14, 2026 reported
- institutional clients 38 Apr 14, 2026 reported
- pension plan clients 4 Apr 14, 2026 reported
- raum discretionary $178M Apr 14, 2026 reported
- raum institutional $264M Apr 14, 2026 reported
- raum total $533M Apr 14, 2026 reported
What changed
No dated events.