DFX Intelligence
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Institutional manager
9••• W••••• M••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
15
filed May 3, 2024
ADV institutional RAUM
$10.7M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$995M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.01; discretionary RAUM $995M. 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 May 3, 2024 reported
- institutional clients 15 May 3, 2024 reported
- pension plan clients 3 May 3, 2024 reported
- raum discretionary $995M May 3, 2024 reported
- raum institutional $10.7M May 3, 2024 reported
- raum total $1.0B May 3, 2024 reported
What changed
No dated events.