DFX Intelligence
Allocator Intelligence
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Institutional manager
W••••• W••••• P•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
13
filed Mar 29, 2024
ADV institutional RAUM
$33.5M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.03; discretionary RAUM $1.1B. 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 8 Mar 29, 2024 reported
- institutional clients 13 Mar 29, 2024 reported
- pension plan clients 5 Mar 29, 2024 reported
- raum discretionary $1.1B Mar 29, 2024 reported
- raum institutional $33.5M Mar 29, 2024 reported
- raum total $1.1B Mar 29, 2024 reported
What changed
No dated events.