DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Investment consultant
R••••••••• W••••••• G••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
82
filed Mar 24, 2026
ADV institutional RAUM
$526M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$204M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $204M. 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 6 Mar 24, 2026 reported
- government clients 2 Mar 24, 2026 reported
- institutional clients 82 Mar 24, 2026 reported
- pension plan clients 74 Mar 24, 2026 reported
- raum discretionary $204M Mar 24, 2026 reported
- raum institutional $526M Mar 24, 2026 reported
- raum total $527M Mar 24, 2026 reported
What changed
No dated events.