DFX Intelligence
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Institutional manager
G•••• P•••• A•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
25
filed Jul 1, 2025
ADV institutional RAUM
$18.9M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$566M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.01; discretionary RAUM $566M. 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 12 Jul 1, 2025 reported
- institutional clients 25 Jul 1, 2025 reported
- pension plan clients 13 Jul 1, 2025 reported
- raum discretionary $566M Jul 1, 2025 reported
- raum institutional $18.9M Jul 1, 2025 reported
- raum total $2.5B Jul 1, 2025 reported
What changed
No dated events.