DFX Intelligence
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Investment consultant
G••••• K• P•••• a•• W••••• M••••••••• a• D•• o• G••••• K• W••••• M•
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
70
filed Sep 9, 2026
ADV institutional RAUM
$116M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$111M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.65; discretionary RAUM $111M. 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 70 Sep 9, 2026 reported
- pension plan clients 70 Sep 9, 2026 reported
- raum discretionary $111M Sep 9, 2026 reported
- raum institutional $116M Sep 9, 2026 reported
- raum total $179M Sep 9, 2026 reported
What changed
No dated events.