DFX Intelligence
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Institutional manager
H•• P•••••• W•••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
20
filed Jul 11, 2022
ADV institutional RAUM
$19.8M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$166M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.12; discretionary RAUM $166M. 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
- institutional clients 20 Jul 11, 2022 reported
- pension plan clients 20 Jul 11, 2022 reported
- raum discretionary $166M Jul 11, 2022 reported
- raum institutional $19.8M Jul 11, 2022 reported
- raum total $166M Jul 11, 2022 reported
What changed
No dated events.