DFX Intelligence
Allocator Intelligence
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Institutional manager
P• W••••• M••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
21
filed Jun 7, 2022
ADV institutional RAUM
$18.2M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$666M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.03; discretionary RAUM $666M. 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 21 Jun 7, 2022 reported
- pension plan clients 21 Jun 7, 2022 reported
- raum discretionary $666M Jun 7, 2022 reported
- raum institutional $18.2M Jun 7, 2022 reported
- raum total $666M Jun 7, 2022 reported
What changed
No dated events.