DFX Intelligence
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Investment consultant
M••••••• • S••••••• W••••• A•••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
103
filed May 12, 2026
ADV institutional RAUM
$1.2B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$418M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.75; discretionary RAUM $418M. 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 8 May 12, 2026 reported
- institutional clients 103 May 12, 2026 reported
- pension plan clients 95 May 12, 2026 reported
- raum discretionary $418M May 12, 2026 reported
- raum institutional $1.2B May 12, 2026 reported
- raum total $1.6B May 12, 2026 reported
What changed
No dated events.