DFX Intelligence
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Institutional manager
W•••• O•• A•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
16
filed Jul 17, 2020
ADV institutional RAUM
$155M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.07; discretionary RAUM $2.1B. 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 13 Jul 17, 2020 reported
- institutional clients 16 Jul 17, 2020 reported
- pension plan clients 3 Jul 17, 2020 reported
- raum discretionary $2.1B Jul 17, 2020 reported
- raum institutional $155M Jul 17, 2020 reported
- raum total $2.2B Jul 17, 2020 reported
What changed
No dated events.