DFX Intelligence
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Investment consultant
A••••••• N••••••• A•••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
150
filed Sep 8, 2020
ADV institutional RAUM
$1.1B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$136M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.89; discretionary RAUM $136M. 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 150 Sep 8, 2020 reported
- pension plan clients 150 Sep 8, 2020 reported
- raum discretionary $136M Sep 8, 2020 reported
- raum institutional $1.1B Sep 8, 2020 reported
- raum total $1.2B Sep 8, 2020 reported
What changed
No dated events.