DFX Intelligence
Allocator Intelligence
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Institutional manager
F••••••••• W••••• • T•• A•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
10
filed Jun 4, 2026
ADV institutional RAUM
$17.4M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$80.6M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.20; discretionary RAUM $80.6M. 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 10 Jun 4, 2026 reported
- pension plan clients 10 Jun 4, 2026 reported
- raum discretionary $80.6M Jun 4, 2026 reported
- raum institutional $17.4M Jun 4, 2026 reported
- raum total $85.0M Jun 4, 2026 reported
What changed
No dated events.