DFX Intelligence
Allocator Intelligence
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Institutional manager
C••••• B•••••• W••••• M••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
21
filed Jul 26, 2022
ADV institutional RAUM
$16.9M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$558M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.03; discretionary RAUM $558M. 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 3 Jul 26, 2022 reported
- institutional clients 21 Jul 26, 2022 reported
- pension plan clients 18 Jul 26, 2022 reported
- raum discretionary $558M Jul 26, 2022 reported
- raum institutional $16.9M Jul 26, 2022 reported
- raum total $569M Jul 26, 2022 reported
What changed
No dated events.