DFX Intelligence
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Investment consultant
S•••••••• F•••••••• G•••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
73
filed Mar 19, 2025
ADV institutional RAUM
$37.0M
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 1.00; 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
- institutional clients 73 Mar 19, 2025 reported
- pension plan clients 73 Mar 19, 2025 reported
- raum institutional $37.0M Mar 19, 2025 reported
- raum total $37.0M Mar 19, 2025 reported
What changed
No dated events.