DFX Intelligence
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Institutional manager
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Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
14
filed Mar 23, 2018
ADV institutional RAUM
$40.9M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$361M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.11; discretionary RAUM $361M. 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 6 Mar 23, 2018 reported
- institutional clients 14 Mar 23, 2018 reported
- pension plan clients 8 Mar 23, 2018 reported
- raum discretionary $361M Mar 23, 2018 reported
- raum institutional $40.9M Mar 23, 2018 reported
- raum total $361M Mar 23, 2018 reported
What changed
No dated events.