DFX Intelligence
Allocator Intelligence
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Institutional manager
S•• W••••• M••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
131
filed Sep 4, 2020
ADV institutional RAUM
$376M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.7B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.14; discretionary RAUM $2.7B. 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 20 Sep 4, 2020 reported
- institutional clients 131 Sep 4, 2020 reported
- pension plan clients 111 Sep 4, 2020 reported
- raum discretionary $2.7B Sep 4, 2020 reported
- raum institutional $376M Sep 4, 2020 reported
- raum total $2.8B Sep 4, 2020 reported
What changed
No dated events.