DFX Intelligence
Allocator Intelligence
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Institutional manager
K•• F•••••••• S•••••••• I••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
142
filed Nov 9, 2020
ADV institutional RAUM
$384M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$6.7B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.05; discretionary RAUM $6.7B. 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 16 Nov 9, 2020 reported
- government clients 2 Nov 9, 2020 reported
- institutional clients 142 Nov 9, 2020 reported
- pension plan clients 124 Nov 9, 2020 reported
- raum discretionary $6.7B Nov 9, 2020 reported
- raum institutional $384M Nov 9, 2020 reported
- raum total $8.2B Nov 9, 2020 reported
What changed
No dated events.