DFX Intelligence
Allocator Intelligence
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Institutional manager
S••••••• W••••• M••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
31
filed Mar 21, 2022
ADV institutional RAUM
$10.8M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$133M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.08; discretionary RAUM $133M. 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 31 Mar 21, 2022 reported
- pension plan clients 31 Mar 21, 2022 reported
- raum discretionary $133M Mar 21, 2022 reported
- raum institutional $10.8M Mar 21, 2022 reported
- raum total $133M Mar 21, 2022 reported
What changed
No dated events.