DFX Intelligence
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Investment consultant
R••••••••• A•••• A•••••••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
59
filed Mar 26, 2019
ADV institutional RAUM
$161M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$12.2M
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.93; discretionary RAUM $12.2M. 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 59 Mar 26, 2019 reported
- pension plan clients 59 Mar 26, 2019 reported
- raum discretionary $12.2M Mar 26, 2019 reported
- raum institutional $161M Mar 26, 2019 reported
- raum total $174M Mar 26, 2019 reported
What changed
No dated events.