DFX Intelligence
Allocator Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Institutional manager
A•••••• A••••••• S•••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
1,843
filed Mar 31, 2025
ADV institutional RAUM
$1.3B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$38B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.03; discretionary RAUM $38B. 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 1 Mar 31, 2025 reported
- institutional clients 1,843 Mar 31, 2025 reported
- pension plan clients 1,842 Mar 31, 2025 reported
- raum discretionary $38B Mar 31, 2025 reported
- raum institutional $1.3B Mar 31, 2025 reported
- raum total $46B Mar 31, 2025 reported
What changed
No dated events.