DFX Intelligence
Allocator Intelligence
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Investment consultant
B•• W••••• M•••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
42
filed Mar 26, 2025
ADV institutional RAUM
$176M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$200M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.88; discretionary RAUM $200M. 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 42 Mar 26, 2025 reported
- pension plan clients 42 Mar 26, 2025 reported
- raum discretionary $200M Mar 26, 2025 reported
- raum institutional $176M Mar 26, 2025 reported
- raum total $200M Mar 26, 2025 reported
What changed
No dated events.