DFX Intelligence
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Institutional manager
W••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
11
filed Nov 22, 2023
ADV institutional RAUM
$20.7M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$366M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.05; discretionary RAUM $366M. 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
- institutional clients 11 Nov 22, 2023 reported
- pension plan clients 11 Nov 22, 2023 reported
- raum discretionary $366M Nov 22, 2023 reported
- raum institutional $20.7M Nov 22, 2023 reported
- raum total $382M Nov 22, 2023 reported
What changed
No dated events.