DFX Intelligence
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Investment consultant
T•• C•••••••• G••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
176
filed Mar 18, 2019
ADV institutional RAUM
$365M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$365M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 1.00; discretionary RAUM $365M. 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
- government clients 11 Mar 18, 2019 reported
- institutional clients 176 Mar 18, 2019 reported
- pension plan clients 165 Mar 18, 2019 reported
- raum discretionary $365M Mar 18, 2019 reported
- raum institutional $365M Mar 18, 2019 reported
- raum total $365M Mar 18, 2019 reported
What changed
No dated events.