DFX Intelligence
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Institutional manager
S••••• F•••••••• G•••• I••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
178
filed Apr 13, 2021
ADV institutional RAUM
$95.2M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.3B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.02; discretionary RAUM $2.3B. 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 40 Apr 13, 2021 reported
- institutional clients 178 Apr 13, 2021 reported
- pension plan clients 138 Apr 13, 2021 reported
- raum discretionary $2.3B Apr 13, 2021 reported
- raum institutional $95.2M Apr 13, 2021 reported
- raum total $4.5B Apr 13, 2021 reported
What changed
No dated events.