DFX Intelligence
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Investment consultant
C••••••• W••••• M•••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
36
filed Mar 25, 2026
ADV institutional RAUM
$539M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$437M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.54; discretionary RAUM $437M. 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 5 Mar 25, 2026 reported
- institutional clients 36 Mar 25, 2026 reported
- pension plan clients 31 Mar 25, 2026 reported
- raum discretionary $437M Mar 25, 2026 reported
- raum institutional $539M Mar 25, 2026 reported
- raum total $1.0B Mar 25, 2026 reported
What changed
No dated events.