DFX Intelligence
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Institutional manager
K••••• I••••••••• S•••••••• I•••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
13
filed Mar 31, 2022
ADV institutional RAUM
$11.0M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$66.5M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.14; discretionary RAUM $66.5M. 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 13 Mar 31, 2022 reported
- pension plan clients 13 Mar 31, 2022 reported
- raum discretionary $66.5M Mar 31, 2022 reported
- raum institutional $11.0M Mar 31, 2022 reported
- raum total $77.5M Mar 31, 2022 reported
What changed
No dated events.