DFX Intelligence
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Institutional manager
T•• I•••••• G••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
86
filed Jun 23, 2020
ADV institutional RAUM
$57.3M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$779M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.07; discretionary RAUM $779M. 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 45 Jun 23, 2020 reported
- institutional clients 86 Jun 23, 2020 reported
- pension plan clients 41 Jun 23, 2020 reported
- raum discretionary $779M Jun 23, 2020 reported
- raum institutional $57.3M Jun 23, 2020 reported
- raum total $848M Jun 23, 2020 reported
What changed
No dated events.