DFX Intelligence
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Institutional manager
R•••••••• F••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
25
filed Jun 10, 2021
ADV institutional RAUM
$140M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$380M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.34; discretionary RAUM $380M. 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 25 Jun 10, 2021 reported
- pension plan clients 25 Jun 10, 2021 reported
- raum discretionary $380M Jun 10, 2021 reported
- raum institutional $140M Jun 10, 2021 reported
- raum total $419M Jun 10, 2021 reported
What changed
No dated events.