DFX Intelligence
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Institutional manager
C••••••• • C••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
98
filed Jun 1, 2023
ADV institutional RAUM
$138M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.07; discretionary RAUM $1.1B. 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 14 Jun 1, 2023 reported
- government clients 7 Jun 1, 2023 reported
- institutional clients 98 Jun 1, 2023 reported
- pension plan clients 77 Jun 1, 2023 reported
- raum discretionary $1.1B Jun 1, 2023 reported
- raum institutional $138M Jun 1, 2023 reported
- raum total $1.9B Jun 1, 2023 reported
What changed
No dated events.