DFX Intelligence
Allocator Intelligence
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Investment consultant
W••••••• C•••••• M••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
18
filed Nov 20, 2020
ADV institutional RAUM
$176M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$58.4M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.71; discretionary RAUM $58.4M. 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
- institutional clients 18 Nov 20, 2020 reported
- pension plan clients 18 Nov 20, 2020 reported
- raum discretionary $58.4M Nov 20, 2020 reported
- raum institutional $176M Nov 20, 2020 reported
- raum total $247M Nov 20, 2020 reported
What changed
No dated events.