DFX Intelligence
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Investment consultant
S••••••• W••••• A•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
44
filed Feb 21, 2026
ADV institutional RAUM
$51.2M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$53.3M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.96; discretionary RAUM $53.3M. 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 44 Feb 21, 2026 reported
- pension plan clients 44 Feb 21, 2026 reported
- raum discretionary $53.3M Feb 21, 2026 reported
- raum institutional $51.2M Feb 21, 2026 reported
- raum total $53.3M Feb 21, 2026 reported
What changed
No dated events.