DFX Intelligence
Allocator Intelligence
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Institutional manager
P••••• F••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
58
filed Apr 25, 2023
ADV institutional RAUM
$228M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$3.6B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.06; discretionary RAUM $3.6B. 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 13 Apr 25, 2023 reported
- institutional clients 58 Apr 25, 2023 reported
- pension plan clients 45 Apr 25, 2023 reported
- raum discretionary $3.6B Apr 25, 2023 reported
- raum institutional $228M Apr 25, 2023 reported
- raum total $3.7B Apr 25, 2023 reported
What changed
No dated events.