DFX Intelligence
Allocator Intelligence
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Institutional manager
L•••• I•••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
15
filed Feb 22, 2018
ADV institutional RAUM
$11.5M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$42.7M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.21; discretionary RAUM $42.7M. 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 15 Feb 22, 2018 reported
- pension plan clients 15 Feb 22, 2018 reported
- raum discretionary $42.7M Feb 22, 2018 reported
- raum institutional $11.5M Feb 22, 2018 reported
- raum total $54.2M Feb 22, 2018 reported
What changed
No dated events.