DFX Intelligence
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unclassified
A•••• T••••••••• C•••••• P••••••• L••
unclassified
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
1
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
1 allocators
- N•• Y••• B•••• o• E•••••••• R••••••••• S••••• Private equity consultantthrough Jun 30, 2024 ACFR
What changed
No dated events.