DFX Intelligence
Allocator Intelligence
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Institutional manager
A••••••• • A••••••• A•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
36
filed Mar 21, 2024
ADV institutional RAUM
$135M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.41; discretionary RAUM n/a. 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 16 Mar 21, 2024 reported
- institutional clients 36 Mar 21, 2024 reported
- pension plan clients 20 Mar 21, 2024 reported
- raum institutional $135M Mar 21, 2024 reported
- raum total $327M Mar 21, 2024 reported
What changed
No dated events.