DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
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Investment consultant
T•• A•••••••• L•
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
159
filed Jun 5, 2020
ADV institutional RAUM
$2.4B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.7B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.65; discretionary RAUM $2.7B. 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 5 Jun 5, 2020 reported
- government clients 153 Jun 5, 2020 reported
- institutional clients 159 Jun 5, 2020 reported
- pension plan clients 1 Jun 5, 2020 reported
- raum discretionary $2.7B Jun 5, 2020 reported
- raum institutional $2.4B Jun 5, 2020 reported
- raum total $3.6B Jun 5, 2020 reported
What changed
No dated events.