DFX Intelligence
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Investment consultant
M•••••• W••••• A•••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
89
filed Jul 31, 2018
ADV institutional RAUM
$1.3B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.3B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.54; discretionary RAUM $1.3B. 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 20 Jul 31, 2018 reported
- institutional clients 89 Jul 31, 2018 reported
- pension plan clients 69 Jul 31, 2018 reported
- raum discretionary $1.3B Jul 31, 2018 reported
- raum institutional $32.8M Jul 31, 2018 reported
- raum total $1.4B Jul 31, 2018 reported
- charity clients 7 Jul 27, 2018 reported
- institutional clients 29 Jul 27, 2018 reported
- pension plan clients 22 Jul 27, 2018 reported
- raum discretionary $329M Jul 27, 2018 reported
- raum institutional $40.0M Jul 27, 2018 reported
- raum total $1.1B Jul 27, 2018 reported
- charity clients 16 Mar 29, 2018 reported
- institutional clients 28 Mar 29, 2018 reported
- pension plan clients 12 Mar 29, 2018 reported
- raum discretionary $1.3B Mar 29, 2018 reported
- raum institutional $1.3B Mar 29, 2018 reported
- raum total $2.4B Mar 29, 2018 reported
What changed
No dated events.