DFX Intelligence
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Investment consultant
A•• C•••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
285
filed Aug 31, 2026
ADV institutional RAUM
$636M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$517M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.91; discretionary RAUM $517M. 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
- government clients 1 Aug 31, 2026 reported
- institutional clients 285 Aug 31, 2026 reported
- pension plan clients 284 Aug 31, 2026 reported
- raum discretionary $517M Aug 31, 2026 reported
- raum institutional $636M Aug 31, 2026 reported
- raum total $697M Aug 31, 2026 reported
What changed
No dated events.