DFX Intelligence
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Institutional manager
Z•••••• C•••••• M••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
219
filed Apr 16, 2020
ADV institutional RAUM
$2.1B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$11B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.20; discretionary RAUM $11B. 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 92 Apr 16, 2020 reported
- government clients 18 Apr 16, 2020 reported
- institutional clients 219 Apr 16, 2020 reported
- pension plan clients 109 Apr 16, 2020 reported
- raum discretionary $11B Apr 16, 2020 reported
- raum institutional $2.1B Apr 16, 2020 reported
- raum total $11B Apr 16, 2020 reported
What changed
No dated events.