DFX Intelligence
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Investment consultant
M••• E•• R••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
330
filed Mar 18, 2025
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM n/a. 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 78 Mar 18, 2025 reported
- government clients 29 Mar 18, 2025 reported
- institutional clients 330 Mar 18, 2025 reported
- pension plan clients 223 Mar 18, 2025 reported
What changed
No dated events.