DFX Intelligence
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Institutional manager
L••••• W••••• A•••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
67
filed Jul 11, 2022
ADV institutional RAUM
$408M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$2.1B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.17; discretionary RAUM $2.1B. 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 11 Jul 11, 2022 reported
- institutional clients 67 Jul 11, 2022 reported
- pension plan clients 56 Jul 11, 2022 reported
- raum discretionary $2.1B Jul 11, 2022 reported
- raum institutional $408M Jul 11, 2022 reported
- raum total $2.4B Jul 11, 2022 reported
What changed
No dated events.