DFX Intelligence
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Institutional manager
T•• F••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
19
filed Jun 26, 2026
ADV institutional RAUM
$1.6M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$12.5M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.10; discretionary RAUM $12.5M. 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 19 Jun 26, 2026 reported
- pension plan clients 19 Jun 26, 2026 reported
- raum discretionary $12.5M Jun 26, 2026 reported
- raum institutional $1.6M Jun 26, 2026 reported
- raum total $15.8M Jun 26, 2026 reported
What changed
No dated events.