DFX Intelligence
Allocator Intelligence
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Institutional manager
L•••••• C•••••• A•••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
12
filed Oct 15, 2020
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$146M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.00; discretionary RAUM $146M. 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 1 Oct 15, 2020 reported
- institutional clients 12 Oct 15, 2020 reported
- pension plan clients 11 Oct 15, 2020 reported
- raum discretionary $146M Oct 15, 2020 reported
- raum total $147M Oct 15, 2020 reported
What changed
No dated events.