DFX Intelligence
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Institutional manager
T•• W•••••• A••••••• G••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
15
filed Mar 30, 2018
ADV institutional RAUM
$26.1M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$638M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.04; discretionary RAUM $638M. 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 7 Mar 30, 2018 reported
- institutional clients 15 Mar 30, 2018 reported
- pension plan clients 8 Mar 30, 2018 reported
- raum discretionary $638M Mar 30, 2018 reported
- raum institutional $26.1M Mar 30, 2018 reported
- raum total $638M Mar 30, 2018 reported
What changed
No dated events.