DFX Intelligence
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Institutional manager
M•••• T••••••• W••••• M••••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
10
filed Apr 21, 2025
ADV institutional RAUM
$26.7M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$327M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.08; discretionary RAUM $327M. 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 10 Apr 21, 2025 reported
- pension plan clients 10 Apr 21, 2025 reported
- raum discretionary $327M Apr 21, 2025 reported
- raum institutional $26.7M Apr 21, 2025 reported
- raum total $327M Apr 21, 2025 reported
What changed
No dated events.