DFX Intelligence
Allocator Intelligence
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Institutional manager
M•• A••••••• F•••••••• M••••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
502
filed Jul 30, 2021
ADV institutional RAUM
$1.1B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.8B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.32; discretionary RAUM $2.8B. 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 40 Jul 30, 2021 reported
- institutional clients 502 Jul 30, 2021 reported
- pension plan clients 462 Jul 30, 2021 reported
- raum discretionary $2.8B Jul 30, 2021 reported
- raum institutional $1.1B Jul 30, 2021 reported
- raum total $3.4B Jul 30, 2021 reported
What changed
No dated events.