DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
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Institutional manager
L••• F•••••••• A•••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
18
filed Sep 20, 2018
ADV institutional RAUM
$23.5M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$776M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.03; discretionary RAUM $776M. 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 17 Sep 20, 2018 reported
- institutional clients 18 Sep 20, 2018 reported
- pension plan clients 1 Sep 20, 2018 reported
- raum discretionary $776M Sep 20, 2018 reported
- raum institutional $23.5M Sep 20, 2018 reported
- raum total $776M Sep 20, 2018 reported
What changed
No dated events.