DFX Intelligence
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Institutional manager
L••••• A•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
134
filed Mar 29, 2019
ADV institutional RAUM
$15.8M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.3B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.01; discretionary RAUM $1.3B. 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 2 Mar 29, 2019 reported
- institutional clients 134 Mar 29, 2019 reported
- pension plan clients 132 Mar 29, 2019 reported
- raum discretionary $1.3B Mar 29, 2019 reported
- raum institutional $15.8M Mar 29, 2019 reported
- raum total $1.9B Mar 29, 2019 reported
What changed
No dated events.