DFX Intelligence
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OCIO
G••• S••••• V••••• L••
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
52
filed Mar 28, 2024
ADV institutional RAUM
$42B
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$22B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.76; discretionary RAUM $22B. 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
- government clients 5 Mar 28, 2024 reported
- institutional clients 52 Mar 28, 2024 reported
- pension plan clients 47 Mar 28, 2024 reported
- raum discretionary $22B Mar 28, 2024 reported
- raum institutional $42B Mar 28, 2024 reported
- raum total $55B Mar 28, 2024 reported
What changed
No dated events.