DFX Intelligence
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Institutional manager
P•••••• S•••••••• P••••••• G••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
19
filed May 12, 2026
ADV institutional RAUM
$8.7M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$92.3M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.09; discretionary RAUM $92.3M. 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 May 12, 2026 reported
- pension plan clients 19 May 12, 2026 reported
- raum discretionary $92.3M May 12, 2026 reported
- raum institutional $8.7M May 12, 2026 reported
- raum total $92.3M May 12, 2026 reported
What changed
No dated events.