DFX Intelligence
Allocator Intelligence
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Institutional manager
B••••• A••••••• G••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
15
filed Jul 12, 2023
ADV institutional RAUM
$15.5M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$421M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.04; discretionary RAUM $421M. 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 15 Jul 12, 2023 reported
- pension plan clients 15 Jul 12, 2023 reported
- raum discretionary $421M Jul 12, 2023 reported
- raum institutional $15.5M Jul 12, 2023 reported
- raum total $421M Jul 12, 2023 reported
What changed
No dated events.