DFX Intelligence
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Institutional manager
S•••••• A•••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
15
filed Mar 17, 2020
ADV institutional RAUM
$89.8M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$707M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.13; discretionary RAUM $707M. 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 3 Mar 17, 2020 reported
- institutional clients 15 Mar 17, 2020 reported
- pension plan clients 12 Mar 17, 2020 reported
- raum discretionary $707M Mar 17, 2020 reported
- raum institutional $89.8M Mar 17, 2020 reported
- raum total $707M Mar 17, 2020 reported
What changed
No dated events.