DFX 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.
Investment consultant
K•• C•••••• M••••••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
29
filed Mar 29, 2023
ADV institutional RAUM
$75.0M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$84.3M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.53; discretionary RAUM $84.3M. 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 6 Mar 29, 2023 reported
- institutional clients 29 Mar 29, 2023 reported
- pension plan clients 23 Mar 29, 2023 reported
- raum discretionary $84.3M Mar 29, 2023 reported
- raum institutional $75.0M Mar 29, 2023 reported
- raum total $142M Mar 29, 2023 reported
What changed
No dated events.