DFX Intelligence
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Institutional manager
P•••••• C•••••• G••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
13
filed Feb 14, 2022
ADV institutional RAUM
$95.2M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$1.0B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.09; discretionary RAUM $1.0B. 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 12 Feb 14, 2022 reported
- institutional clients 13 Feb 14, 2022 reported
- pension plan clients 1 Feb 14, 2022 reported
- raum discretionary $1.0B Feb 14, 2022 reported
- raum institutional $95.2M Feb 14, 2022 reported
- raum total $1.0B Feb 14, 2022 reported
What changed
No dated events.