DFX Intelligence
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Institutional manager
N•••••••• C•••• A•••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
12
filed Mar 31, 2026
ADV institutional RAUM
$5.7M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$20.9M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.26; discretionary RAUM $20.9M. 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 12 Mar 31, 2026 reported
- institutional clients 12 Mar 31, 2026 reported
- raum discretionary $20.9M Mar 31, 2026 reported
- raum institutional $5.7M Mar 31, 2026 reported
- raum total $21.9M Mar 31, 2026 reported
What changed
No dated events.