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.
Institutional manager
C••••••• F•••••••• I••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
45
filed Mar 31, 2025
ADV institutional RAUM
$104M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.09; discretionary RAUM $1.1B. 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 32 Mar 31, 2025 reported
- institutional clients 45 Mar 31, 2025 reported
- pension plan clients 13 Mar 31, 2025 reported
- raum discretionary $1.1B Mar 31, 2025 reported
- raum institutional $104M Mar 31, 2025 reported
- raum total $1.1B Mar 31, 2025 reported
What changed
No dated events.