DFX Intelligence
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Institutional manager
G••••••• B•••••• • B••••••• W••••• a•• R••••••••• P••• M•••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
138
filed Jan 20, 2021
ADV institutional RAUM
$545M
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 0.25; 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 9 Jan 20, 2021 reported
- institutional clients 138 Jan 20, 2021 reported
- pension plan clients 129 Jan 20, 2021 reported
- raum discretionary $2.1B Jan 20, 2021 reported
- raum institutional $545M Jan 20, 2021 reported
- raum total $2.2B Jan 20, 2021 reported
What changed
No dated events.