DFX Intelligence
Allocator Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Allocator Intelligence at $299 a month for every name. Every figure, date and source on this page is public either way.
Institutional manager
B••••• P••••• W••••• A•••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
29
filed Mar 30, 2020
ADV institutional RAUM
$50.1M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$3.2B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.02; discretionary RAUM $3.2B. 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 Mar 30, 2020 reported
- institutional clients 29 Mar 30, 2020 reported
- pension plan clients 18 Mar 30, 2020 reported
- raum discretionary $3.2B Mar 30, 2020 reported
- raum institutional $50.1M Mar 30, 2020 reported
- raum total $3.2B Mar 30, 2020 reported
What changed
No dated events.