DFX Intelligence
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Investment consultant
I•••• W••••• S••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
47
filed May 4, 2023
ADV institutional RAUM
$8.4M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.4M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.78; discretionary RAUM $2.4M. 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 47 May 4, 2023 reported
- pension plan clients 47 May 4, 2023 reported
- raum discretionary $2.4M May 4, 2023 reported
- raum institutional $8.4M May 4, 2023 reported
- raum total $10.9M May 4, 2023 reported
What changed
No dated events.