DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
OCIO
C••••• P••••••• R••••••••• P••• C•••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
845
filed Jul 22, 2026
ADV institutional RAUM
$35B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$17B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.88; discretionary RAUM $17B. 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 20 Jul 22, 2026 reported
- government clients 4 Jul 22, 2026 reported
- institutional clients 845 Jul 22, 2026 reported
- pension plan clients 821 Jul 22, 2026 reported
- raum discretionary $17B Jul 22, 2026 reported
- raum institutional $35B Jul 22, 2026 reported
- raum total $40B Jul 22, 2026 reported
What changed
No dated events.