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.
Investment consultant
P•••••• P••••••••• F•••••••• S•••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
40
filed May 8, 2020
ADV institutional RAUM
$74.5M
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 0.96; 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
- institutional clients 40 May 8, 2020 reported
- pension plan clients 40 May 8, 2020 reported
- raum institutional $74.5M May 8, 2020 reported
- raum total $77.3M May 8, 2020 reported
What changed
No dated events.