DFX Intelligence
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Investment consultant
F•• C•••••• M•••••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
22
filed Apr 5, 2018
ADV institutional RAUM
$422M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$111M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.98; discretionary RAUM $111M. 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 5 Apr 5, 2018 reported
- government clients 15 Apr 5, 2018 reported
- institutional clients 22 Apr 5, 2018 reported
- pension plan clients 2 Apr 5, 2018 reported
- raum discretionary $111M Apr 5, 2018 reported
- raum institutional $422M Apr 5, 2018 reported
- raum total $430M Apr 5, 2018 reported
What changed
No dated events.