DFX Intelligence
Allocator Intelligence
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Investment consultant
F•••••••• S•••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
50
filed Mar 4, 2025
ADV institutional RAUM
$1.3B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.3B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $1.3B. 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 49 Mar 4, 2025 reported
- pension plan clients 49 Mar 4, 2025 reported
- raum discretionary $1.3B Mar 4, 2025 reported
- raum institutional $1.3B Mar 4, 2025 reported
- raum total $1.3B Mar 4, 2025 reported
- institutional clients 50 Feb 23, 2021 reported
- pension plan clients 50 Feb 23, 2021 reported
- raum discretionary $878M Feb 23, 2021 reported
- raum institutional $878M Feb 23, 2021 reported
- raum total $878M Feb 23, 2021 reported
What changed
No dated events.