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.
Institutional manager
I•••••••• C•••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
20
filed Aug 5, 2022
ADV institutional RAUM
$143M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.2B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.11; discretionary RAUM $1.2B. 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 Aug 5, 2022 reported
- institutional clients 20 Aug 5, 2022 reported
- pension plan clients 15 Aug 5, 2022 reported
- raum discretionary $1.2B Aug 5, 2022 reported
- raum institutional $143M Aug 5, 2022 reported
- raum total $1.3B Aug 5, 2022 reported
What changed
No dated events.