DFX Intelligence
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Institutional manager
C•••••••• C•••••• M••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
14
filed Mar 14, 2022
ADV institutional RAUM
$9.7M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$374M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.03; discretionary RAUM $374M. 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 12 Mar 14, 2022 reported
- institutional clients 14 Mar 14, 2022 reported
- pension plan clients 2 Mar 14, 2022 reported
- raum discretionary $374M Mar 14, 2022 reported
- raum institutional $9.7M Mar 14, 2022 reported
- raum total $377M Mar 14, 2022 reported
What changed
No dated events.